Meet the Team
Benn & Capan Wealth Management Group
Peter Benn
Managing Director/Investments
3107288008
Peter began his investment industry career in 1992 and joined Stifel in 2023. Prior to joining Stifel, he worked at Merrill Lynch, Smith Barney, and Wells Fargo Advisors. Peter believes the cornerstone of pursuing a goal is planning first, acting second. Creating a wealth management plan helps clients set goals, such as deciding where to retire, how to buy a vacation home, or how to save for trips that may be out of reach for many. Peter believes keeping an open line of communication is crucial as life evolves and markets fluctuate.
Prior to becoming a financial advisor, Peter worked in the accounting world at Arthur Andersen & Co. and Price Waterhouse. He earned a B.A. in English from Tulane University and an MBA in Accounting and Marketing from Duke University’s Fuqua School of Business. He holds Series 7, 63, and 65 securities licenses, as well as life, health, and variable insurance licenses (including annuities).
Active in the local community, Peter has served breakfast to the homeless on Saturdays for more than three years at the LA Mission, served on the board of Adat Ari El, the Fuqua Alumni Council and the local AYSO Region. He also helped found the Fuqua Alumni in Los Angeles.
Originally from Philadelphia, Peter lives in Studio City with his wife, Jacki. They have two grown daughters, Madeleine and Ava, and a black German Shepherd, Zola. He is an avid explorer, having traveled in almost 90 countries.
Prior to becoming a financial advisor, Peter worked in the accounting world at Arthur Andersen & Co. and Price Waterhouse. He earned a B.A. in English from Tulane University and an MBA in Accounting and Marketing from Duke University’s Fuqua School of Business. He holds Series 7, 63, and 65 securities licenses, as well as life, health, and variable insurance licenses (including annuities).
Active in the local community, Peter has served breakfast to the homeless on Saturdays for more than three years at the LA Mission, served on the board of Adat Ari El, the Fuqua Alumni Council and the local AYSO Region. He also helped found the Fuqua Alumni in Los Angeles.
Originally from Philadelphia, Peter lives in Studio City with his wife, Jacki. They have two grown daughters, Madeleine and Ava, and a black German Shepherd, Zola. He is an avid explorer, having traveled in almost 90 countries.
Aaron Capan
Managing Director/Investments
3107288007
For nearly 20 years, it has been Aaron’s privilege to help a select group of families, corporations, trusts, and charitable organizations as they endeavor to build, manage, mitigate risk to, and transition their wealth. He follows a disciplined process that prioritizes understanding his clients’ financial situation and personal beliefs before he begins the investment selection process. He believes that open and candid conversations create the foundation of a trusting relationship and are essential when designing and implementing an investment plan.
Aaron was named to Forbes’ Top Next-Generation Wealth Advisors for 2019. Prior to entering the wealth management industry, he earned a degree in Mathematics-Economics from the University of California-Los Angeles (UCLA). He holds Series 7, 32, and 66 securities licenses, as well as the life, health, and variable insurance licenses (including annuities), California Insurance License #OE82682.
Aaron grew up in Sacramento, California, where he was formerly an accomplished soccer and tennis player, competing in several state and regional championships and winning a state soccer title along the way. Outside the office, he still tries to find time to play tennis, soccer, or a round of golf. He also enjoys hiking, traveling, and spending time with his wife, Juliana, and his two sons, Lucas and Jacob.
Forbes’ Top Next-Generation Wealth Advisors, June 25, 2019, based on the 12-month period ending March 31 of the year prior to publication. Rankings are based on the opinions of SHOOK Research, LLC, and selected from a pool of nominations as indicated in the methodology. Neither SHOOK Research nor Forbes receives compensation from the advisors or their firms in exchange for placement on a ranking. The ranking may not be representative of any one client’s experience and is not indicative of the financial advisor’s future performance. Investment performance is not a criterion for selection. Forbes is a registered trademark of Forbes, Inc. All rights reserved. For more information on the selection methodology, see www.stifel.info/award-disclosures.
Aaron was named to Forbes’ Top Next-Generation Wealth Advisors for 2019. Prior to entering the wealth management industry, he earned a degree in Mathematics-Economics from the University of California-Los Angeles (UCLA). He holds Series 7, 32, and 66 securities licenses, as well as the life, health, and variable insurance licenses (including annuities), California Insurance License #OE82682.
Aaron grew up in Sacramento, California, where he was formerly an accomplished soccer and tennis player, competing in several state and regional championships and winning a state soccer title along the way. Outside the office, he still tries to find time to play tennis, soccer, or a round of golf. He also enjoys hiking, traveling, and spending time with his wife, Juliana, and his two sons, Lucas and Jacob.
Forbes’ Top Next-Generation Wealth Advisors, June 25, 2019, based on the 12-month period ending March 31 of the year prior to publication. Rankings are based on the opinions of SHOOK Research, LLC, and selected from a pool of nominations as indicated in the methodology. Neither SHOOK Research nor Forbes receives compensation from the advisors or their firms in exchange for placement on a ranking. The ranking may not be representative of any one client’s experience and is not indicative of the financial advisor’s future performance. Investment performance is not a criterion for selection. Forbes is a registered trademark of Forbes, Inc. All rights reserved. For more information on the selection methodology, see www.stifel.info/award-disclosures.