Michael R. Bennett

Michael R. Bennett is a financial practitioner with more than 20 years of experience in international wealth management and institutional investment consulting, specializing in cross-market asset allocation and client relationship management. Before founding ATP Tech, he served as a senior partner in several US asset management institutions, serving family trusts, high net worth individuals and strategic advisory teams in New York and Denver for a long time.

Michael is well versed in the structure of the U.S. stock market and customer behavior psychology. He is good at combining traditional investment research logic with modern customer needs to build a medium-term strategy path with "well-founded views, feasible configurations, and clear risk control." He has profound practical ability in promoting "research-driven investment consulting" and has long been committed to solving structural difficulties such as customers losing their way and blindly chasing hot spots in the index era.

At ATP Tech, he is fully responsible for the company's strategy, operations and compliance framework, leading the construction of the international customer relationship management system and the continuous iteration of strategic products. Michael is the originator of the company's English name "Active Thesis Partners", emphasizing that every investment should be based on proven research propositions rather than blindly believing in trends.

Notable Contributions

• Received the James R. Vertin Award from CFA Institute in recognition of his lifetime contribution to research.
• Five-time winner of the Bernstein Fabozzi/ Jacobs Levy Award and two-time winner of the Graham and Dodd Award for his research.
• Vaughan Executive in Residence at the University of Missouri's Trulaske College of Business.
• Member of the governing board of the Courant Institute of Mathematical Finance at NYU.
• Named one of the 50 Most-Influential People in Global Finance by Bloomberg Markets magazine.

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