Ross McWilliams Headshot

Ross P. McWilliams

Relationship Manager

Joined
GW&K
2012

Industry
Experience
10 Years

Responsibilities

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.

Prior Work Experience

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 is a Level II CFA candidate.

Education

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.

What excites me most about my position ...
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.

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