Alexander Ross, Cfp® work email
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Alexander Ross, Cfp® personal email
Alexander Ross, Cfp® phone numbers
I am a financial advisor for globally-minded high net worth and ultra high net worth families. My clients look to me as an unbiased, client-focused advisor to their family.My team creates highly customized strategies and financial solutions to help address client needs, aligning my clients' US-based assets for a global lifestyle. This is done with flexibility, personalized service, and complete transparency seeking to empower my clients to pursue their most important goals and spend more time doing what they love.Areas of Focus: Strategic wealth management services focused on wealth preservation and growth, tax mitigation strategies, wealth transfer, and charitable planning.
Main Street Investment Advisors, Llc
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PrincipalMain Street Investment Advisors, Llc Nov 2020 - Present
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Senior Vice PresidentMain Street Investment Advisors, Llc Oct 2017 - Nov 2020United States
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Financial AdvisorMorgan Stanley Jan 2015 - Oct 2017
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Private BankingCredit Suisse Jan 2007 - 2016
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Equity Research AnalystMorningstar Jan 2005 - 2006
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Principal ConsultantPwc Jan 2000 - 2002
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Sr. Financial AnalystImc Global Jan 1998 - 2000
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General ManagerCnojsc Santa Fe Transportation Jan 1993 - 1996China
Alexander Ross, Cfp® Skills
Alexander Ross, Cfp® Education Details
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Duke University - The Fuqua School Of BusinessMba -
College Of The Holy CrossBa -
The Chinese University Of Hong KongJr. Year Abroad -
Loyola Academy
Frequently Asked Questions about Alexander Ross, Cfp®
What company does Alexander Ross, Cfp® work for?
Alexander Ross, Cfp® works for Main Street Investment Advisors, Llc
What is Alexander Ross, Cfp®'s role at the current company?
Alexander Ross, Cfp®'s current role is Principal at Main Street Investment Advisors, LLC.
What is Alexander Ross, Cfp®'s email address?
Alexander Ross, Cfp®'s email address is ar****@****tia.com
What is Alexander Ross, Cfp®'s direct phone number?
Alexander Ross, Cfp®'s direct phone number is (203)-863*****
What schools did Alexander Ross, Cfp® attend?
Alexander Ross, Cfp® attended Duke University - The Fuqua School Of Business, College Of The Holy Cross, The Chinese University Of Hong Kong, Loyola Academy.
What are some of Alexander Ross, Cfp®'s interests?
Alexander Ross, Cfp® has interest in Environmental Sustainability, Professional Networking, Corporate Renewal And Restructuring, International Economics And Travel, Paddle Tennis, Architecture, Tennis, Golf, History.
What skills is Alexander Ross, Cfp® known for?
Alexander Ross, Cfp® has skills like Alternative Investments, Household, Financial Advisory, Metrics Reporting, Consulting, Key Management, Market, Juice, Chemical, Operational Improvement, Outlining, Insurance.
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