Leah Bennett

Leah R. Bennett is the Chief Investment Strategist at Concurrent Investment Advisors, LLC. She has over 30 years of experience in asset management, wealth strategy, and financial leadership. She provides high-net-worth families, entrepreneurs, and institutions with innovative investment solutions, strategic guidance, and market insights. Her expertise in portfolio construction, risk management, and wealth preservation enables clients to navigate complex financial landscapes with confidence.

Prior to joining Concurrent Investment Advisors, LLC, Leah served as President of Westwood Wealth Management, where she led the firm’s private wealth division, accelerating new business growth and refining its strategic vision. Under her leadership,  she customized asset allocations for clients and successfully launched and managed multiple investment portfolios, overseeing several billions in assets. She also held key leadership roles as Co-Chief Investment Officer at South Texas Money Management and Chief Investment Officer at King Investment Advisors, where she played a pivotal role in portfolio management, business development, and investment research. Earlier in her career, she worked as a Fixed-Income Product Specialist at The Capital Group, helping to launch and develop investment strategies for one of the world’s largest asset managers.

A recognized thought leader in the financial industry, Leah has appeared on Bloomberg, CNBC, Fox Business News, and Reuters, sharing insights on markets, investment trends, and economic outlooks. She previously served on the CFA Institute Global Board of Governors, contributing to the advancement of ethical and professional standards in investment management.

 Leah is deeply committed to philanthropy, believing in the mission and impact of creating customized giving strategies. She currently serves on the Board of Directors of several nonprofit organizations, including the CHRISTUS Foundation for Healthcare, ArtPace, Girl Scouts of San Jacinto, and Performing Arts Houston.

 Beyond her professional and philanthropic achievements, Leah is an avid traveler and tennis enthusiast who enjoys exploring new cultures and staying active on the court. She is also a very avid art collector and supporter of the important voice that artists play in our communities.