Molly Bennard

Private Investment Firm New York, United States ·Founded 2004

Overview

Molly Bennard is a financial services executive with extensive experience in wealth management and business development. She currently serves as the President of International Operations at Focus Financial Partners, where she leads the firm's global growth strategy and oversees operations of its international business partners. Prior to this role, Bennard was the Chief Executive Officer of Connectus Wealth Advisers, a partner firm of Focus, where she was responsible for executing the firm's global growth strategy. She joined Connectus after more than seven years with Focus, where she was a Managing Director and Co-Head of Focus' Northeast M&A team, with additional responsibility for Focus' expansion in Australia and the development and launch of Connectus. Bennard has two decades of experience in financial services, with deep expertise in growth strategy, practice management, and operations in the independent wealth management sector. She holds an MBA from Columbia Business School and a BS in Economics from the Wharton School at the University of Pennsylvania. She is also a Certified Public Accountant (CPA) and a Chartered Financial Analyst (CFA) Charterholder. In her current role, Bennard is responsible for the leadership and execution of Focus Financial Partners' international growth strategy and overseeing the operations of its international business partners. She works alongside local management and advisors to drive transformative growth, deliver better client solutions and outcomes, foster innovation, and build and leverage shared services to generate scale and efficiency. Bennard's leadership and strategic vision have been instrumental in expanding Focus Financial Partners' global presence and enhancing its service offerings to clients worldwide.

Investment Focus

  • Focus on independent, fiduciary wealth management firms
  • Emphasis on growth-oriented, client-centric firms
  • Interest in firms seeking capital investment and practice management support
  • Preference for firms with a strong entrepreneurial spirit and commitment to client-first philosophy
  • Willingness to collaborate within an interdependent ecosystem of wealth and business management services

Portfolio Companies

ArchSmartAsset

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Frequently asked questions about Molly Bennard

What sectors does Molly Bennard invest in?

Molly Bennard invests in Financial Services, Technology, Asset Management, Investment Banking, Wealth Management and Estate Planning, and is based in New York, United States. Molly Bennard is listed as a private investment firm in the ConnectSafely investor database.

What stage does Molly Bennard invest at?

Molly Bennard backs companies at Early Stage, Growth, Late Stage, Pre-IPO, Buyout and Turnaround, writing cheques of 1M - 50M.

Which regions does Molly Bennard invest in?

Molly Bennard invests across United States, United Kingdom, Canada and Australia.

What companies has Molly Bennard invested in?

Molly Bennard's portfolio includes Arch and SmartAsset.

Last updated · Source: ConnectSafely investor database