About
About Bennett
I’m an Investment Advisor at Rosefinch Investment Advisors and Co-Founder of US Expat — working at the intersection of financial planning, cross-border life, and the people who navigate both.
Two organizations, one standard.
At Rosefinch Investment Advisors, I work with clients on financial planning and investment management — helping people make clear, values-aligned decisions in lives that often span more than one country. US Expat grew out of work with American clients living abroad: a platform bringing together cross-border planning, tax coordination, and the practical realities of building a life overseas.
The throughline across both is the same — simplify the complexity, do the work that matters, and stay close to the people I serve.
Lives rarely fit inside one country.
Most of the people I work with are founders, professionals, and families balancing time zones, regulatory regimes, and family ties across borders. That perspective shapes how I think about the work — and why I’m involved in both Rosefinch Investment Advisors and US Expat. Different vehicles, same belief: cross-border life deserves real, coordinated attention.
A New Yorker at heart.
Based in New York with my wife, Madeline, and our mini goldendoodle, Beatrice. I’m a golfer who believes the best conversations happen walking up the fairway, and I value integrity, curiosity, and follow-through — in work and outside it.
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Introduce yourself, propose a collaboration, or talk media and speaking.
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