Marjorie Bennett (CFA, MBA)

Marjorie Bennett focuses in the
following client markets or areas of practice:

High Net Worth Client Needs

Investment Advice with Ongoing Management

Retirement Plan Investment Advice

Retirement Planning & Distribution Rules

Socially Responsible Investments

Planning Specialties

Chicago Partners is to maximize the desired investment return and minimize portfolio risk. We accomplish this via diversification and by using tax-sensitive, low-cost investment vehicles all the while managing asset allocation with regard to defined investment objectives. Aegis brings to its clients ove 30 years of industry experience along with a stable of carefully selected, seasoned mutual fund and separate account portfolio managers who have proven track records in their specific areas of expertise

Our lifetime planning services aim to maximize your ability to maintain financial independence, protect your accumulated savings, and plan for major events over your lifetime. We help you to understand the financial impact of choices available to you so that you can make the best decisions possible. A lifetime plan is not a one time, static document; rather like life, it is dynamic and must be flexible to meet your changing circumstances and goals. We collaborate with you to make sure your lifetime plan remains updated and relevant. We show you how you can reach your goals by proper management of your financial resources and choices.

Additional Information

Prior to joining Chicago Partners in 2020, Marjorie A. Bennett, CFA was 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 Chartered Financial Analyst® designation.