Professional Bio: 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 Chartered Financial Analyst® designation.
Ms. Bennett’s expertise has been highlighted in articles in Business Weekly, Morningstar, Financial Planning Magazine, CFA Institute 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
Personal Bio: Marjorie currently lives in Princeville, HI where she enjoys an active lifestyle and running half marathons. She was born and raised in Honolulu, lived in the San Francisco Bay area for 3 decades and now back home on Kaua'i. Traveling is her passion, and her favorite vacation spots include Barcelona and New York City. She encourages her clients to follow her advice and take a little "retirement" each year from everyday life. Besides staying active and exploring the world, Marjorie enjoys renovating old homes and playing with her adorable chocolate lab, Annie.
Marjorie Bennett's recommendations for "Must Read Books for Your Practice" featured in NAPFA Advisor Magazine.
Stephanie Platt has over 25 years of financial services experience, working in a variety of sales, marketing, and product development positions. Passionate about helping Registered Investment Advisors succeed, Stephanie founded Financial Services Outsourcing Solutions, LLC in April 2007. Stephanie also earned a Bachelor of Business Administration in Finance and Economics from Kent State. Because of her diverse financial industry work experience, Stephanie demonstrates extraordinary expertise and understanding of the specific details required for a successful financial services operation and superior client service. Aegis Capital Management, Inc. is fortunate to have Stephanie and FSOS as our partner. Stephanie resides on a farm in Ohio with her husband and two children, and enjoys having her recently married daughter nearby. She has a strong passion for quilting and is also very active in her local church.