Michelle D. Bennett, AIF®, CFP®
Michelle Bennett is the Executive Vice President and Founding Partner at Newport Capital Group. She is responsible for overseeing client service and firm management.
In 2025, Michelle was honored as a Top Woman in Wealth Management at the 2025 Family Wealth Report Awards. She was recognized by the Monmouth Council Boy Scouts of America with the Good Scout Award on December 1, 2021. She was honored by NJBIZ magazine as one of New Jersey’s 2010 Forty Under 40 award winners and as one of New Jersey’s Best 50 Women in Business for 2010.
Michelle graduated with honors from Georgian Court University in New Jersey earning a Bachelor of Science in Business Administration. She also attended the Executive Management Program at Harvard Business School. Michelle is a graduate of the American College in Bryn Mawr, Pennsylvania, where she completed the education requirements for the CERTIFIED FINANCIAL PLANNERTM (CFP®) designation. She also received the Accredited Investment Fiduciary® (AIF®) designation from fi360. Michelle currently holds Series 7, Series 27, Series 28, Series 63, Series 66, Property and Casualty and Life and Health licensing.
Prior to founding Newport Capital Group, Michelle was an Investment Management Analyst for Smith Barney. While at Smith Barney, Michelle was responsible for researching and analyzing the performance of money management firms. Michelle’s responsibilities also included the ongoing monitoring of portfolios, completing statistical probability analysis on diversified asset classes and hedging equity positions with an array of option strategies.
Michelle currently serves as an Advisory Board Member for the DiLella School of Real Estate at Villanova University and serves as a Board Member for the Springpoint Foundation Board of Trustees. Previously, she served on the Board of Trustees for Springpoint Senior Living, fulfilling her term limit of 9 years, where she chaired the Compensation Committee and sat on the Investment Committee and the Audit and Compliance Committee. She is a former Board Member of the Monmouth Day Care Center and enjoys assisting local charities with fundraising events. Michelle supports many nonprofits including Semper Fi & America’s Fund, The Wounded Warrior Project, and St. Jude Children’s Research Hospital.
Disclosures:
2010 NJBIZ 40 Under 40 Award and 2010 50 NJBIZ Best Women in Business Awards: NJBIZ solicits nominations and self-nominations through our website, print edition, e-newsletters and e-blasts. Judges are peers in the industry and score each nominee in 3-5 categories, depending on the event, and return their scoresheets to NJBIZ. NJBIZ then compiles the scores from each judge and recognizes the top-scoring candidates as honorees. The number of honorees varies based on the event but is usually between 40-50. Company policy states that NJBIZ does not share the number of nominations received per award category. No fee is charged to participate.
Newport Capital Group has been named Highly Commended the Twelfth Annual Family Wealth Report Awards published May 8, 2025, presented by ClearView Financial Media: Women in Wealth Advisory (Individual) – Michelle D. Bennett. Finalists were chosen based on written submissions reviewed by a judging panel comprised of industry experts. Judges assessed each submission’s merit using their professional insights and sector knowledge. The process included multiple evaluation rounds culminating in a final in-person meeting where the shortlist was confirmed. The selection is based solely on the information submitted and the judgment of the panel and is not indicative of future performance. Category Statistics: Women in Wealth Advisory (Individual): 8 entries; 5 finalists (63%). The awards and judging process are conducted and managed by ClearView Financial Media’s Family Wealth Report editorial and judging panel. Newport Capital Group did not pay a fee to participate in the awards submission or finalist consideration process. For more information about the awards and judging process, visit: https://clearviewpublishing.com/events/the-twelfth-annual-family-wealth-report-awards-2025/