Richard Bennett

Director of Operations and Business Development, AGS Benefits Group

Before joining AGS in 2005, Mr. Bennett was an Associate Analyst in the equity research department of CIBC World Markets covering diversified financial services companies including large-cap public asset managers, brokers, and small- to mid-cap e-finance and insurance-brokerage companies. Prior to his work with CIBC, Bennett was a financial analyst in the Mergers & Acquisitions department of JPMorgan Chase & Co. At JPMorgan, Bennett gained both sell-side and buy-side experience on large and small transactions, before concentrating on sell-side private equity transactions throughout 2003, his last year with JPM.

Bennett is originally from Syracuse, New York, and graduated with honors from Harvard University with an A.B. in economics. Bennett holds Series 7, Series 63, Series 86 and Series 87 licenses, and he earned the right to use the CFA (Chartered Financial Analyst) and CAIA (Chartered Alternative Investment Analyst) designations in 2006.