Since joining REDW Wealth in 2016 as an experienced investment analyst, researcher and portfolio manager, Ross’ role has expanded to include Tax and Investment Management. In addition to portfolio analysis and recommendations, Ross prepares and verifies investment reports and assists clients and trusts with tax planning.
He has also assisted in the analysis of Limited Partner Agreements, Investment Policy Statements and Investment Manager reports to ascertain their accuracy and compliance.
Master in Business Administration with a concentration in Finance from the College of Santa Fe
PROFESSIONAL QUALIFICATIONS AND MEMBERSHIPS
Ross is a Certified Public Accountant, a CERTIFIED FINANCIAL PLANNER™ (CFP®), and an Accredited Investment Fiduciary (AIF®). He also holds a Series 65 Securities License.
Ross is the Treasurer for Horizons Albuquerque, a non-profit organization dedicated to providing summer academic enrichment programs for public school students from low-income families.