18 Years in the Financial Service Industry
Ross grew up in Kansas and received a BS in Finance from Drake University. He started his career in 2008 in institutional asset management, working within investment performance, analytics, and reporting. Ross then moved to the East Coast to work within the trust and investment management industry. Ross specialized in high-net-worth portfolios, focusing on asset allocation, fund management, and security selection for the investment program.
Ross joined Harbour Wealth in 2025, bringing 16 years of experience in investments, wealth management, investment research, and asset allocation strategies. Ross is a Chartered Financial Analyst (CFA) and a Chartered Alternative Investment Analyst (CAIA). Outside of work, Ross enjoys playing hockey and golf and officiating youth hockey while also spending time with his wife, Jessie, and their little dog buddy, Oscar.