Alexander Ross, Cfp®

Alexander Ross, Cfp® Email and Phone Number

Principal at Main Street Investment Advisors, LLC @
Alexander Ross, Cfp®'s Location
Northbrook, Illinois, United States, United States
Alexander Ross, Cfp®'s Contact Details

Alexander Ross, Cfp® personal email

n/a

Alexander Ross, Cfp® phone numbers

About Alexander Ross, Cfp®

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.

Alexander Ross, Cfp®'s Current Company Details
Main Street Investment Advisors, LLC

Main Street Investment Advisors, Llc

Principal at Main Street Investment Advisors, LLC
Alexander Ross, Cfp® Work Experience Details
  • Main Street Investment Advisors, Llc
    Principal
    Main Street Investment Advisors, Llc Nov 2020 - Present
  • Main Street Investment Advisors, Llc
    Senior Vice President
    Main Street Investment Advisors, Llc Oct 2017 - Nov 2020
    United States
  • Morgan Stanley
    Financial Advisor
    Morgan Stanley Jan 2015 - Oct 2017
  • Credit Suisse
    Private Banking
    Credit Suisse Jan 2007 - 2016
  • Morningstar
    Equity Research Analyst
    Morningstar Jan 2005 - 2006
  • Pwc
    Principal Consultant
    Pwc Jan 2000 - 2002
  • Imc Global
    Sr. Financial Analyst
    Imc Global Jan 1998 - 2000
  • Cnojsc Santa Fe Transportation
    General Manager
    Cnojsc Santa Fe Transportation Jan 1993 - 1996
    China

Alexander Ross, Cfp® Skills

Alternative Investments Household Financial Advisory Metrics Reporting Consulting Key Management Market Juice Chemical Operational Improvement Outlining Insurance Learners Vendors Enterprise Risk Management Sales Community Wealth Management Services Pwc Business Networking Workstream Customer Oriented Students Producers Shapes Natural Gas Derivatives Operating Expenses Northbrook Baseball Finance Language Development Structure Job Satisfaction Curiosity Mediterranean Cuisine Executive Positions Introducing Characters Utilities Savings International Studies Families Amdocs Clarify Credit Reports P&l Management Stress Temporary Placement Danish Cross Functional Team Leadership Co Authored Complaints Theatre Civic Engagement Aspen Hysys Boys Assessment Capacity Utilization Alcohol Cancer Benchmarking Real Estate Transactions Management Plays Global Issues Calls Real Estate Acquisitions Route Stabilization Consumer Products Corporate Actions Freight Guiding North America Metrics Loan Servicing Cash Management Scouting Soccer Covenants Accounting Early Stage Diary Financial Forecasting Emerging Leaders Profit Socrates Valuation Secondary Research Front Office Foundation Volunteering System Forecasting Charges Business Services Key Metrics Corporate Relocation Asset Sales Wealth Preservation Cornerstone Radio Access Network Differentiation Boy Scouts Fundraising Strategy Heavy Equipment Organizational Restructuring Balance Sheet Consumer Goods Management Consulting Equity Research Cost Drivers Productions Budgeting Workouts Sales Promotion Variables Corporations Variable Transportation Tobacco Piloting Training Financial Institutions Policy Press Root Cause Demonstration Surveying Refinement Solution Bankruptcy Project Management Ratios Performance Reporting Research Articles Process Redesign Reporting Estate Law Shares Crisis Chicago Cost Reduction Board Of Directors Analysis Loans Written Campaigns Ratings Promoting Credit Rating Realignment Structured Products Visionary Donors Raising .net Cash Flow Economics Fixed Income Sports Intellectual Capital C Consumer Electronics Mitigation Strategies Preservation Hockey Debt Customer Feedback Parks Loan Origination Logistics Chinese Business Expansion Managerial Finance Social Housing Business Development Business Analysis Client Services Inspiration Angels Citibank Erp Strategic Planning Scientific Sales Management Suite Operations Competitive Advantage International Travel Interactive Advertising Small Cap Profit Maximization Lake Homes Marketing Credit Liquidity Freight Forwarding Mining Removals Forest Global Affairs Project Business Process Improvement Delivers At Risk Facilities Management Market Share Exploring Business Process Mapping Shakespeare Services Paper Earth Presentations Income Pricing Responsibility Internal Audit Council Packaging Credibility Banking International Distribution Treasury Services New Services Executive Management Interim Management Model Development Portfolio Fruit Educational Programs Trust Production Process Winnetka Headcount Target Costing Tax Informal Learning Investments Refinance Fitness Integrated Marketing Consolidate Gcs Dairy Financial Services Morningstar Wealth Management Equities Adhesives Investment Strategies Stocks Ross Pharmaceutics Special Projects Asset China Art Exhibitions Self Directed Treasury Back Office Strategic Thinking Budgets Semiconductors Credit Analysis Conceptual Modeling Hong Kong Mandarin Mergers And Acquisitions Investment Decisions Accounting System Performance Management

Alexander Ross, Cfp® Education Details

  • Duke University - The Fuqua School Of Business
    Duke University - The Fuqua School Of Business
    Mba
  • College Of The Holy Cross
    College Of The Holy Cross
    Ba
  • The Chinese University Of Hong Kong
    The Chinese University Of Hong Kong
    Jr. Year Abroad
  • Loyola Academy
    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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