Grace Bennett, CFA

Principal, Chief Strategy Officer

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Grace Bennett, CFA

(615) 297-6144
Grace joined Woodmont Investment Counsel in 2019 and serves as an adviser for families and institutions. She is a member of the investment committee, performing portfolio management and investment research. Additionally, Grace serves as Chief Strategy Officer, working with the broader team to develop and execute on Woodmont’s strategic plan.

Prior to joining Woodmont, Grace was at Investure, LLC in Charlottesville, VA. At Investure, Grace worked with foundation and endowment clients across the U.S. focusing on client relations. Grace began her career in investment and wealth management at Diversified Trust in Nashville where she helped manage the firm’s private equity platform. After graduating from the University of Georgia, Grace worked with SignatureFD in Atlanta before serving as a fellow with Gray Matter Capital working with low-income schools in Hyderabad, India.

Grace lives in Nashville, TN with her husband and three daughters. She loves traveling and being outside whether hiking or gardening.

Education:

  • B.A. in Finance from the University of Georgia


Industry Designations:

  • Chartered Financial Analyst®


Activities and Memberships:

  • Board Member, St. Luke’s Community House
  • Board Member, CFA Society Nashville