Marjorie A. Bennett

Marjorie A. Bennett

| CFA®, MBA

Aegis Capital Management Inc.

(510) 655-9333

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Fee only investment and financial advisor based in Berkeley, CA with a second location in Princeville, HI. We work with high net worth clients across the nation.

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Investment Management
  • Retirement Planning
  • High Net-Worth Clients
  • Socially Responsible Investing

Website

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2758 Piedmont
Berkeley, CA 94705

4919 Pepelani Loop
Suite 43B
Princeville, HI 96722

Fee-Only & Fiduciary


The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.

Marjorie A. Bennett, CFA is a Berkeley, CA Fee-Only investment and financial advisor with locations in Berkeley, CA and Princeville, HI serving high net worth clients across the nation. Aegis CapitalManagement Inc. specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Marjorie Bennett is a NAPFA-Registered FinancialAdvisor and a Chartered Financial Analyst ("CFA").

Marjorie A. Bennett, CFA is the principal of Aegis Capital Management, Inc. and has been involved in the asset management and general finance business since 1981. Aegis Capital Management, Inc., was founded in 1998 with Ms. Bennett as the principal professional. Prior to Aegis, Ms. Bennett worked as a vice president in the San Francisco office of Morgan Stanley Institutional and had also been employed as a senior financial executive for Bay Area companies, including one of the original “Big Eight” public accounting firms.

Ms. Bennett received her B.S. in accounting, graduating cum laude from the University of Colorado at Boulder, and her M.B.A. degree from the University of California at Berkeley. She holds the designation of Chartered Financial Analyst.

Ms. Bennett’s expertise has been highlighted in articles in Business Weekly, Morningstar, Financial Planning Magazine, CFA Magazine, San Francisco Chronicle and Bay Area Business Women. She has presented to investment clubs and educational groups as well as events including UC Berkeley’s annual Women in Leadership Conference.

Other organizations Ms. Bennett has been affiliated with include:   Mensa Member;   NAPFA – Member and Past Western Region Board Member;   YWCA Kauai – Past Board Member;   Women’s foundation of CA - Economic Development and Justice Fund;   Rotary International – Hanalei, HI – Past Board Member;  Global Fund for Women – Inspiration Partner

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We provide intelligent, comprehensive financial management tailored specifically to our clients’ unique needs and circumstances. At Aegis Capital Management, we emphasize client education and participation in the investment management process. Our commitment to integrity and clear informative communication has earned our firm the trust and respect of both individual and institutional investors. Because of our focused commitment to providing quality client service, we work with a limited number of select clients. We believe that client knowledge is the greatest asset.

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