Jensen Investment Management Appoints Phil Bennett as Director of Institutional Sales and Client Service


LAKE OSWEGO, Ore.–(BUSINESS WIRE)–Jensen Investment Management (“Jensen”), a 100% employee-owned active equity investment management firm, today announced that Phil Bennett has joined the organization as its new Chief Sales Officer Institutional and Customer Service, starting July 11.

“We are delighted to welcome Phil to the team,” said Eric H. Schoenstein, Managing Director, Jensen Investment Management. “As we seek to build closer relationships with consultants, endowments and foundations, we are confident that his comprehensive experience and focus on client service will play a key role in retaining and growing our business. growing institutions, both at home and abroad.”

A solutions-oriented industry veteran with over 20 years of experience, Mr. Bennett has successfully built and managed significant and complex relationships with consultants and plan sponsors. Prior to joining Jensen, he was with Thornburg Investment Management, where he spent four years as regional head of its institutional group, servicing the firm’s institutional clients, as well as leading business development in the western United States and Canada. Previously, he spent four years at Mellon Capital Management, where he was responsible for international consultant relations, also in the western United States. In addition, he held senior positions at GMO, Causeway Capital Management and EnnisKnupp (now Aon Hewitt).

“I look forward to sharing my experience working with consultants and a diverse institutional clientele,” said Phil Bennett. “Jensen’s organizational structure, transparent and well-established investment process, and nearly 35-year commitment to quality are what first attracted me to this role. This is an exciting opportunity to expand the business and work with the team to serve current and future customers. »

Mr. Bennett holds a BA in Marketing from Michigan State University’s Honors College. He received an MBA, with honors, from the Kellstadt Graduate School of Business at DePaul University.

About Jensen Investment Management

Jensen Investment Management is an active, high conviction equity manager with an unwavering commitment to quality. The firm focuses on companies from a select universe of businesses that have produced a long-term track record of high and persistent returns on shareholder equity. For more information, please visit


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