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CFA Society of Dallas-Fort Worth is proud to present Charterholder Chatter – a podcast focused on the inspiring personal and professional journeys of local, national, and international investment professionals.

Jun 15, 2022

You have come to the right place if looking for a conversation about the brain and investing, thanks to this week’s guest, Eric Bennett, who shares his unique experiences connecting brain health with successful investing.

Eric has over years of experience in the asset management industry and is the Co-founder, Chief Investment Officer, and Chairman of the Investment Committee at Tolleson Wealth Management, a multi-family office with $8 billion in assets under management. After spending a decade in “Big-4” public accounting specializing in high net-worth wealth planning, he co-founded Tolleson Wealth Management in 1998. Following a five-year sabbatical as the founding Executive Director at the Brain Performance Institute, a neuroscience non-profit that is part of the University of Texas System, Eric rejoined Tolleson in 2017.

Eric is a CFA and CPA. He is a member of the advisory board and vice-chairman of the Center for BrainHealth Capital Campaign as well as a Strategic Advisor to Impact Shares and an Operating Partner for Satori Capital. He formerly served on the investment committees for the Baylor University Endowment, Dallas Symphony Foundation, and Communities Foundation of Texas, in addition to serving on the boards of several private companies.

Disclaimer: All podcast discussions represent only the views and opinions of the host and guests. This podcast in no way constitutes investment advice and is not an offer to buy or sell any products or services.