PARTNER, WEALTH MANAGEMENT
Brian Benner has 17 years of experience within the financial services industry. Presently, he is a Partner at Platinum Wealth Partners. He is responsible for analyzing, designing and implementing customized investment portfolios for individuals, families and institutional clients. In addition, he has extensive experience structuring innovative Executive Compensation plans for Corporations, Partnerships, and Small Business Owners.
Prior to joining Platinum Wealth Partners, he was a Senior Vice President within Morgan Stanley’s Global Wealth Management division. He primarily worked closely with High-Net worth families focused on Growth and Capital Preservation. Traditional, High-Net Worth families take concentrated risks to accumulate their wealth and they hired him to make sure it was well protected regardless of financial market conditions.
Before Morgan Stanley, he was a Senior Vice President at Wells Fargo Advisors (and Wachovia Securities). He moved to Wachovia Securities from Stone and Youngberg where he was a Partner at the firm. He primarily focused on constructing fixed income portfolios on behalf of his High-Net Worth clients.
Brian began his career at Hambrect & Quest in 1997. At the time H&Q was a leading investment bank focused on technology companies. In 1999, H&Q was acquired by Chase and then quickly merged with J.P. Morgan Bank. While at J.P. Morgan, he was a member of J.P. Morgan’s Private Bank as Vice President & Portfolio Manager. He worked with high net worth individuals, entrepreneurs and family offices to develop comprehensive wealth plans integrating ownership structures, investments, and leverage in order to meet the required objectives. Upon developing the wealth plan, he was responsible for investing the core portfolio of stocks, bonds, and alternative investments.
Brian was drafted by the San Francisco Giants and played five seasons within organization. He is a native of Southern California and attended the California State University in Fullerton where he studied Finance and Accounting.
Your Platinum Wealth Partners Advisor provides access to some of the broadest ranges of investment and risk management platforms in the industry, including mutual funds, annuities, life insurance, 401K and portfolio services. There is no special incentive for the Advisor to choose one product over another beyond their belief that it is the most appropriate investment for their clients. At Platinum Wealth Partners, the power of independence means that your financial advisor is able to make the best possible recommendation with only your best interests at heart.
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