Molly Bennard in

Molly Bennard

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President at SHOOK Research
📍 Miami, Florida, United States

Molly Bennard is the President of SHOOK Research, a leader in the wealth management industry. Her expertise spans strategy, investment banking, and M&A, with experience in the US, Australia, and Latin America. She holds both CFA and CPA certifications and earned an MBA from Columbia and a BS from Wharton.

Outside of work, Molly is passionate about advocating for women in business, evidenced by her role as a founding member of Chief, a network for senior women leaders. Her personal interests include running, scuba diving, international photography, and cooking. She is also an angel investor in fintech companies.

Interesting fact: While at Columbia Business School, Molly was part of a pro bono consulting team that developed an evaluation methodology for a nonprofit supporting Colombian development.

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Experience
4 Years
Current Role
President
Location
Miami, Florida, United States
Personality Overview

How Molly shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Molly cares about

Advisor Excellence
As President of SHOOK Research, her focus is on elevating professional standards and recognizing top financial advisors to build industry trust and transparency.
Women in Leadership
A founding member of Chief, a private network for senior women leaders, and a vocal advocate for supporting gender parity and women's empowerment.
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Career

Work history

2-2026
President
SHOOK Research
6-2024 - 6-2025
President, International Operations
Focus Financial Partners
1-2024 - 9-2025
RIA Advisory Board Member
Capital Group
7-2022 - 6-2025
Chief Executive Officer
Connectus Wealth Advisers
5-2021 - 5-2023
Founding Member
Chief
In the press

Media appearances

SHOOK Research Expands Executive Team to Build the Next Phase .... Featured in Yahoo Finance
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SHOOK Research Expands Executive Team to Build the Next Phase of Its Advisor Research and Events Platform. Featured in GlobeNewswire
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Education
2009 - 2010
MBA
Columbia Business School
2001 - 2003
BS Economics
The Wharton School
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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