Gordon Ross Email & Phone Number

Saint Petersburg, Fl, Us

St Petersburg, Florida, United States

Leader of all client facing service across the organization, covering areas of Relationship Management, RIA Consulting, Practice Management and Advisor Transitions. Oversight of all service model design and delivery, helping over 55 RIAs across the industry achieve their goals.

St Petersburg, Florida, United States

Head of Relationship Management Team, whose goal it is to build strategic partnerships with the leaders of RIAs within the Dynasty Network. This involves coaching leadership teams and CEOs to chart their strategic direction going forward, while also managing all implementation projects across each organization.

Tampa/St. Petersburg, Florida Area

Director of the Enterprise Group of Dynasty Financial Partners, providing consulting services to leading wealth management firms in the industry. Delivering customized solutions that helps firms grow, improve profitability and optimize efficiency.Dynasty Financial Partners works exclusively with a select group of truly independent advisors of integrity to help them better serve their clients while ultimately growing their business and enterprise value. We are the industry advocate for advisors and accomplish this through aligned business interests with our Network Partners, a shared set of values that drive a connected Community, and a common vision to be forward looking leaders within the wealth management industry and advocates for the advancement of financial education and literacy across the country.With the power of our people, processes, partners and platform, their businesses have the potential to run more profitably and grow faster. We offer access to flexible capital solutions to help advisors develop, expand, and scale their business. We also provide M&A support to firms looking to grow inorganically or to plan for succession. Through a strategic and cultural partnership that we foster with each of our Network firms, we seek to enhance their enterprise value and accelerate their growth. We accomplish this through our proprietary core service model that provides middle and back office support in the areas of Finance, Technology, Marketing, Compliance, Practice Management, Investments, Consulting and Community.Headquartered in St. Petersburg, Florida, and with four offices across the country, the Dynasty team powers the industry’s most rewarding opportunity for entrepreneurial independent advisors of integrity.Visit our website for more information: www.dynastyfinancialpartners.com

Greater New York City Area

Relationship Manager, providing advice and guidance to the leaders of wealth management firms looking to grow their business. Point person on the deliver of a suite of solutions that provide best practices from across the industry in a range of areas: Technology, Marketing, Practice Management, Compliance, Finance and Corporate Management.

Greater New York City Area

Greater New York City Area

Structured customized portfolios across asset classes and manage portfolio tasks, including the implementation of new strategies and account rebalancing. Lead client meetings to discuss market activity, performance and recommendations. Initiate recommendations and coordinate with clients’ external advisors to deliver integrated wealth solutions (trust & estate, tax planning, life insurance, bill pay, philanthropy). Managed a group of associates across multiple departments to execute day-to-day portfolio tasks and marketing efforts.

Greater New York City Area

Chief of Staff to COO for nationwide boutique wealth management firm aimed at ultra-high net worth individuals.

London, United Kingdom

Actively managed investment portfolios for private clients under a discretionary mandate. Built impressive client book by winning over new clients and bringing in new accounts. Established and maintained client relationships through presentations, regular meetings, reports and telephone calls. Served as mentor and instructor to new hiring cycle of graduate trainees.

London, United Kingdom

Advised clients on wealth management and investment issues. Liaised with target firm after company acquisition to produce successful transfer of staff and clients over to the Bestinvest organization. Built relationships with both target company’s workforce and clients through presentations, training and client meetings. Promoted to Investment Manager in 2005, becoming youngest Investment Manager in the history of the company and the only recruit from the 2001 graduate program to reach this role.

Mba, Management

Activities and Societies: Master in Business Administration, June 2010. Elected Admissions Ambassador. Co-Chair of Admitted Students.

Ba Hons, Economics

Activities and Societies: Bachelor of Arts Degree (2:1) in Economics (Honors). Awarded College Colors for service to Grey College..