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James Ross Email & Phone Number
Vice President | Endowments and Foundations
at
CAPTRUST
1 work email found
@masoncompanies.com
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Vice President | Endowments and Foundations
Location
Metro Jacksonville, United States
Who is James Ross? Overview
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Quick answer
James Ross is listed as Vice President | Endowments and Foundations at CAPTRUST, based in Metro Jacksonville, United States. AeroLeads shows a work email signal at masoncompanies.com and a matched LinkedIn profile for James Ross.
James Ross previously worked as Managing Director - Institutional Division at The Mason Companies and Vice President - Institutional Investments at Lancaster Pollard. James Ross studied at Denison University.
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Email format at CAPTRUST
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{first_initial}{last}@masoncompanies.com
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Profile bio
About James Ross
We provide institutional and private investors with comprehensive discretionary or non-discretionary investment management and consulting, with asset under advisement totaling over $12 billion. We are devoted to comprehensive investment management and consulting for endowments, foundations and other institutional portfolios and financial planning and wealth management for individuals. We work with many types of institutional clients including: Community Foundations, Family Foundations, Higher Education Organizations, Social Services Entities, Religious Entities, Associations and for-profit Corporations. We manage short-term, intermediate-term and long-term portfolios as well as operating and reserve funds. We also manages pension funds and provides consulting services to 401(k) and 403(b) plans.
Listed skills include Finance, Investment Advisory, Investments, Wealth Management, and 9 others.
Current workplace
James Ross's current company
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8 roles
James Ross work experience
A career timeline built from the work history available for this profile.
Managing Director - Institutional Division
Mason Investment Stewardship combines the elements of consulting, independent investment management, and continuous oversight that we believe help Investment Committees effectively and responsibly guide their organization’s investments. Some use the term Outsourced Chief Investment Officer to describe this service.We believe that an Investment Committee can best fulfill its fiduciary responsibilities by focusing on setting effective policy and by carefully monitoring implementation and performance to ensure that policy is consistently and accurately followed. Investment Stewardship helps the Investment Committee by providing consulting, investment management, reporting and analysis services in support of this role.Independence: We don’t use proprietary products or “in-house” managers with hidden expenses.Disciplined Due Diligence: To identify managers that invest consistently within their stated style and compare favorably with their peers, so your allocation strategy is less likely to be corrupted by managers who invest off-style.Proactive Recommendations: That are specific, action-oriented, and based on sound data to support good decisions vs. simply providing a “menu of options” to review.Top Level Customer Service: crafted specifically for you – that includes efficient execution, timely reporting, and complete support for your Investment Committee and in-house staff.The Mason Philosophy: a disciplined approach that focuses on managing volatility, enhancing return potential, controlling your costs, and generating consistent results.
Vice President - Institutional Investments
Lancaster Pollard Investment Advisory Group exclusively helped non-profit organizations optimally position and maintain their investment portfolio to last the life of their mission by managing total financial risk. Acted as an outsourced Chief Investment Officer for nonprofit institutional clients.
Jul 2013 - Dec 2015
Portfolio Manager - The Bishop Ross Group
May 2012 - Jul 2013
Financial Advisor
Nov 2009 - May 2012
Financial Advisor
Morgan Stanley Smith Barney
Sep 2008 - Nov 2009
Managing Director / Principal
Us Capital Group
Mar 2006 - Sep 2008
Senior Sales Manager
Oct 2003 - Mar 2006
1 education record
James Ross education
-
Denison University
FAQ
Frequently asked questions about James Ross
Quick answers generated from the profile data available on this page.
What company does James Ross work for?
James Ross works for CAPTRUST.
What is James Ross's role at CAPTRUST?
James Ross is listed as Vice President | Endowments and Foundations at CAPTRUST.
What is James Ross's email address?
AeroLeads has found 1 work email signal at @masoncompanies.com for James Ross at CAPTRUST.
Where is James Ross based?
James Ross is based in Metro Jacksonville, United States while working with CAPTRUST.
What companies has James Ross worked for?
James Ross has worked for Captrust, The Mason Companies, Lancaster Pollard, Morgan Stanley Wealth Management, and Merrill Lynch.
How can I contact James Ross?
You can use AeroLeads to view verified contact signals for James Ross at CAPTRUST, including work email, phone, and LinkedIn data when available.
What schools did James Ross attend?
James Ross studied at Denison University.
What skills is James Ross known for?
James Ross is listed with skills including Finance, Investment Advisory, Investments, Wealth Management, Management, Financial Risk, Portfolio Management, and Sales.
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