As Vice President of Relationship Management, Ross serves as a primary point of contact for current and prospective clients, while assisting in all areas from sales to firm integrations to ongoing service. In addition, he is actively involved in platform development initiatives, primarily focusing on reporting capabilities. Since joining GeoWealth in 2012, Ross has worked extensively in trading and operations and earned his Series 65 license in 2014.
Prior to joining GeoWealth in 2012, Ross attended the University of Kansas where he earned a B.G.S in Political Science with a minor in Business studies and maintains an academic interest in politics. When not at work, Ross enjoys competitive and recreational endurance sports, cooking, and exploring the city of Chicago.