Experience 12 Years
Ross is a relationship manager and member of our private client service team responsible for supporting our clients with the implementation of their long-term investment strategy, and assuring that all aspects of account management run smoothly.
Ross joined GW&K in 2012 as an investment operations specialist where he gained a strong foundation of account management. He then transitioned to the private client service group, first as a client service administrator, and now as an assistant relationship manager. Ross works closely with portfolio managers and relationship managers to create customized investment plans for each individual client. Ross also spent time at UBS Financial Services and Fidelity Investments.
Ross received an MBA in finance from Babson College and a BS from Stonehill College with a major in Finance and a minor in Economics. He is a CFA® charterholder and is a member of the CFA Institute and the CFA Society Providence.
Being able to develop a personal connection with each and every client is one of the most rewarding aspects of my job. Beyond the allocation and investment discussions, it’s fulfilling to share in the excitement of clients’ major life milestones. I take great pride in helping clients reach their financial goals throughout the different stages of their lives.
We invite you to listen to our quarterly conversation with Harold Kotler, Bill Sterling, and moderator Dan Fasciano.Read Article
The nearly $18 trillion securitized assets market started 2023 strong, but rising interest rates and concerns about US banks have recently weakened this sector of the fixed income market. What’s next? We spoke with GW&K’s Senior Securitized Analyst Brendan Doucette to get his take.Read Article