Ross joined HB Wealth in 2013. He has over 20 years of experience across the accounting, financial services, and investment industries. He currently serves as a member of the HB Wealth Investment Committee. He previously managed the firm’s real estate platform. In his current role, Ross takes the lead on client communications, investment messaging, and presentations that focus the firm’s perspective and outlook on the economy and markets. He often participates in client meetings to discuss investment allocations, the economy and markets, and private alternatives.
Prior to HB Wealth, Ross served as Director of Investments for a San Diego-based multifamily office, where he performed due diligence on traditional and private investments, including real estate, hedge funds, managed futures, and private equity. He started his career as an external auditor with Deloitte. He also served as controller for a software company and worked in the internal audit department at ChoicePoint, Inc., where he focused on financial and operational audits and acquisition due diligence.
Ross earned his bachelor’s degree and master’s in accounting from Brigham Young University. He lives in Cumming with his wife and has four children.
