Ross Clary

Ross Clary Email and Phone Number

Founder & Principal @ Fence Line Capital | Capital Raising Expert @ Fence Line Capital
Ross Clary's Location
Houston, Texas, United States, United States
Ross Clary's Contact Details

Ross Clary personal email

n/a

Ross Clary phone numbers

About Ross Clary

Ross Clary is a Founder & Principal @ Fence Line Capital | Capital Raising Expert at Fence Line Capital. He possess expertise in retirement planning, investment advisory, defined contribution, defined benefit, 401k and 46 more skills.

Ross Clary's Current Company Details
Fence Line Capital

Fence Line Capital

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Founder & Principal @ Fence Line Capital | Capital Raising Expert
Ross Clary Work Experience Details
  • Fence Line Capital
    Founder & Principal
    Fence Line Capital Feb 2016 - Present
    Houston, Texas Area
    Fence Line Capital is a placement agent founded in 2016 to facilitate capital raising for alternative and direct investments. Our value affords managers or owners the flexibility of effectively outsourcing their funding, business development, and client service efforts.Registered Representative of 16 Points LLC, a member of FINRA and SIPC.
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  • Fannin Innovation Studio
    Vp, Investor Relations - Direct Investment Platform
    Fannin Innovation Studio Jun 2019 - Present
    Houston, Texas
    Develop and manage the FanninDirect investor network. I focus on the capital needs of Fannin portfolio companies, as well as on companies that Fannin may take a participatory role in developing.
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  • Agilis
    Senior Advisor
    Agilis Sep 2017 - Aug 2020
    Houston, Texas Area
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  • Shepherd Kaplan Llc
    Principal, Qpfc
    Shepherd Kaplan Llc Dec 2008 - Oct 2015
    Houston
    Ross was responsible for client development and service in the practices areas of defined benefit, defined contribution, foundation, family office, and ultra high net worth. Upon departure, Ross' efforts represented approximately $3B of the firm's $9B in AUM.Areas of Expertise Include:- Client Development- Investment Consulting (asset allocation, search, selection, monitoring)- Investment Research (long-only, hedge fund, hedge fund of fund, real estate, real assets, and private equity)- Custody and Recordkeeping
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  • Rbc
    Vice President, Qpfc
    Rbc 2001 - 2008
    Dallas
    Ross served as a Senior Consultant at RBC Wealth Management where he was one of two senior consultants within the Institutional Consulting Group overseeing $1 billion in plan sponsor assets. His expertise includes institutional investment consulting for defined benefit, defined contribution plan, endowments and foundations. Ross was a member of RBC's Institutional Advisory Board and actively involved in numerous industry associations.
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  • Rbc Dain Rauscher
    Financial Consultant
    Rbc Dain Rauscher 2000 - 2001
    Dallas
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Ross Clary Skills

Retirement Planning Investment Advisory Defined Contribution Defined Benefit 401k Erisa Pensions Asset Management Investment Management Retirement Due Diligence Investments Foundations Finance Private Equity Alternative Investments Business Planning Hedge Funds Financial Advisory Asset Allocation Financial Services 401 Retirement Savings Plans Marketing Marketing Strategy Project Management Management Pension Administration Mutual Funds Plan Design Endowments Real Estate Separately Managed Accounts Trusts Portfolio Management Equities Wealth Management Series 7 Investment Strategies Securities Fixed Income Consulting Business Development Fund Of Funds Fund Raising Venture Capital Venture Financing Family Office Institutional Investments Retirement Benefits Sales Profit Sharing

Ross Clary Education Details

Frequently Asked Questions about Ross Clary

What company does Ross Clary work for?

Ross Clary works for Fence Line Capital

What is Ross Clary's role at the current company?

Ross Clary's current role is Founder & Principal @ Fence Line Capital | Capital Raising Expert.

What is Ross Clary's email address?

Ross Clary's email address is rc****@****llc.com

What is Ross Clary's direct phone number?

Ross Clary's direct phone number is +161789*****

What schools did Ross Clary attend?

Ross Clary attended Texas A&m University.

What skills is Ross Clary known for?

Ross Clary has skills like Retirement Planning, Investment Advisory, Defined Contribution, Defined Benefit, 401k, Erisa, Pensions, Asset Management, Investment Management, Retirement, Due Diligence, Investments.

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