Gordon Ross
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Gordon Ross Email & Phone Number

President at DeVoe & Company
Location: St Petersburg, Florida, United States 10 work roles 2 schools
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Current company
Role
President
Location
St Petersburg, Florida, United States
Company size

Who is Gordon Ross? Overview

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Quick answer

Gordon Ross is listed as President at DeVoe & Company, a company with 85 employees, based in St Petersburg, Florida, United States. AeroLeads shows a matched LinkedIn profile for Gordon Ross.

Gordon Ross previously worked as Chief Client Officer at Dynasty Financial Partners and Managing Director, Co-Head of Service Team at Dynasty Financial Partners. Gordon Ross holds Mba, Management from Harvard Business School.

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DeVoe & Company

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Profile bio

About Gordon Ross

Gordon Ross is a President at DeVoe & Company.

Current workplace

Gordon Ross's current company

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DeVoe & Company
Devoe & Company
President
Saint Petersburg, FL, US
Employees
85
AeroLeads page
10 roles

Gordon Ross work experience

A career timeline built from the work history available for this profile.

Chief Client Officer

Current

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.

Sep 2023 - Present

Managing Director, Co-Head Of Service Team

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.

Feb 2022 - Sep 2023

Director

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.

Feb 2019 - Feb 2022

Senior Vice President

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.

Feb 2018 - Feb 2019

Vice President

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 &.

Oct 2012 - Nov 2014

Vice President/Relationship Manager

Atlantic Trust

Greater New York City Area

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

Jun 2010 - Oct 2012

Investment Manager

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.

Apr 2005 - Apr 2008

Investment Adviser

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.

Sep 2001 - Apr 2005
Team & coworkers

Colleagues at DeVoe & Company

Other employees you can reach at dynastyfinancialpartners.com. View company contacts for 85 employees →

2 education records

Gordon Ross education

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..

FAQ

Frequently asked questions about Gordon Ross

Quick answers generated from the profile data available on this page.

What company does Gordon Ross work for?

Gordon Ross works for DeVoe & Company.

What is Gordon Ross's role at DeVoe & Company?

Gordon Ross is listed as President at DeVoe & Company.

Where is Gordon Ross based?

Gordon Ross is based in St Petersburg, Florida, United States while working with DeVoe & Company.

What companies has Gordon Ross worked for?

Gordon Ross has worked for Devoe & Company, Dynasty Financial Partners, Bbr Partners, Atlantic Trust, and Bestinvest.

Who are Gordon Ross's colleagues at DeVoe & Company?

Gordon Ross's colleagues at DeVoe & Company include Noble Harris, Carson Demberger, Pamela Stross, Allison Houpt, and Allison Marshall.

How can I contact Gordon Ross?

You can use AeroLeads to view verified contact signals for Gordon Ross at DeVoe & Company, including work email, phone, and LinkedIn data when available.

What schools did Gordon Ross attend?

Gordon Ross holds Mba, Management from Harvard Business School.

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