Our Story
TRA Valuations was founded by John G. Bennett, CFA® and is located in the Hudson Valley in New York and with an office in SW Florida. Mr. Bennett has more than 30 years of investment analysis experience. He has previously served on the investment committee of a $1.2 billion registered investment advisor, assisted in the management of a $2 billion defined benefit pension plan, and performed other roles involving equity, fixed income, and alternative investments. He graduated with an MBA in finance from Fordham University and a BBA in accounting from Siena College. Mr. Bennett is a Chartered Financial Analyst (CFA®). First awarded in 1963, the CFA® Charter is often referred to as the gold standard of professional credentials within the global investment community. Mr. Bennett is also an Accredited Member (AM), Business Valuation, American Society of Appraisers. The American Society of Appraisers is an organization of close to 5,000 respected, professional appraisers, many of whom are distinguished in their fields for their proficiency, knowledge, and expertise.
Employers and investors recognize the CFA designation as the definitive standard for measuring competence and integrity in the fields of investment analysis and portfolio management. Earning the charter requires demonstrating four years of professional investment experience, committing to uphold a comprehensive code of ethics, and passing three levels of rigorous exams that test an advanced curriculum of investment management and analysis skills. This achievement takes multiple years of persistent effort and hundreds of hours of study per exam level.