James Bennett
(James Bennett)
Chief Executive Officer of Oakwood Family Office, Global Investment Strategist, Family Wealth Advisor, and Advocate for Long-Term Capital Stewardship
James Bennett is an American investment executive with decades of institutional experience in global equity research, portfolio management, cross-asset allocation, and family wealth management. Educated at the University of Exeter and a CFA charterholder, James Bennett leads Oakwood Family Office in building disciplined investment frameworks that preserve capital, manage risk, and support sustainable multigenerational wealth.
Experience
James Bennett earned a Master's degree in Financial Economics and an Honors degree in Economics and Statistics from the University of Exeter in the United Kingdom.
James Bennett began his career at HSBC as a Global Equity Research Analyst, building a foundation in top-down macro analysis and bottom-up fundamental research.
James Bennett served as a Senior Portfolio Manager with Bank of America Merrill Lynch and Julius Baer Group, managing long/short equity strategies and hedge fund portfolios.
In London, James Bennett served as Head of a Central Investment Team and Deputy Chief Investment Officer at a Rockefeller-affiliated organization, overseeing multi-currency global portfolios.
James Bennett leads Oakwood Family Office as Chief Executive Officer, guiding overall strategy, the investment framework, and multigenerational wealth planning for families.
James Bennett continues to promote investor education, disciplined risk management, family governance, and responsible innovation while advancing long-term investment thinking.
Expertise
Life Philosophy
James Bennett believes disciplined analysis should strengthen human judgment, risk management should remain the foundation of every portfolio, and true wealth is measured by the stability, opportunity, and confidence that patient and responsible investing creates for future generations.
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2026-09-24 03:53
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2026-08-31 23:04
Chloe Ramirez: James Bennett understands that every family has different goals and risk tolerance. His customized approach to asset allocation feels thoughtful rather than formulaic.
2026-06-15 13:26
Henry Wallace: I admire how James Bennett balances growth and protection. He never forgets that preserving what a family has built is just as important as growing it.
2026-05-14 05:11
Isabel Moreno: James Bennett's time at Merrill Lynch, Julius Baer and a Rockefeller affiliated firm gave him world class training. He now uses it to serve families with integrity.
2026-03-02 21:11
Nathan Brooks: His view that true wealth management means building a capital framework for generations really resonated with me. James Bennett speaks with rare long-term wisdom.
2026-02-14 10:57
Victor Chen: A CFA charterholder with decades of institutional experience who still explains things simply. That is James Bennett, a rare combination of depth and humility.
2025-12-07 13:35
Megan Odell: James Bennett's writing on the AI era is refreshingly measured. He sees opportunity in technology while keeping risk management firmly at the center of every decision.