Matt Bennitt

Co-Founder & Managing Director at Lyell Wealth Management

Matt Bennitt is the Co-Founder and Managing Director of Lyell Wealth Management. Matt has over 20 years of experience in the financial industry. Prior to Lyell, they were a Portfolio Manager at Atherton Lane Advisers, LLC from November 2006 to May 2016. In this role, they managed individual stock and bond portfolios for high net worth individuals and was a member of the investment committee. From June 2005 to August 2006, Matt was a Senior Analyst at San Francisco Capital Management. From February 2003 to February 2005, they were a Senior Analyst at Strategy Capital. Matt began their career as an Analyst at J.P. Morgan from June 1997 to June 1999. Matt has a Bachelor of Science in Economics from the University of California, Berkeley.

Matt Bennitt studied philosophy, politics and economics at Claremont McKenna College, where they earned their B.A.

Some direct reports include Lisa Sanchez - Client Services Director, Kayla Byers - Portfolio Manager, and Anna Wong - Portfolio Manager.

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Timeline

  • Co-Founder & Managing Director

    Current role