Ross joined Hochheiser, Deutsch & Company in 2017 as The Retirement Plan Coordinator. For over 20 years, Ross worked as an investment professional for several leading money management firms. He began his career working as an Institutional Broker at SG Cowen before being hired by one of his clients to eventually run Federated Investor’s International trading desk. He then went on to successfully launch and run two Hedge fund trading desks. Ross spent seven years at Morgan Stanley as a Financial Advisor, responsible for crafting customized financial plans, investment selection, client performance reviews and qualified retirement plan solutions.
Assisting clients on plan design, investment due-diligence and overall fiduciary management were among his primary responsibilities. His extremely thorough methodology combined with all if his experience makes Ross a tremendous teammate to have here at Hochheiser, Deutsch & Company. He will help to provide an exceptional client experience in everything he does.
Ross’ formal education includes a Bachelor of Business Administration in marketing from the University of Wisconsin-Madison and a Masters of Business Administration in finance from Fordham University. Ross lives in Jericho, New York. He and his wife Heather have two children, Jordan and Jake.
Registered Representative & Investment Advisor of Park Avenue Securities