Ross joined HDCI in 2017 as Director of Retirement Plans and Investment Specialist. Ross has been a trusted investment professional for over 25 years for families, businesses and individuals. He began his career as an institutional broker at SG Cowen before successfully running the international trading desk at Federated Investors for over 5 years. Ross went on to launch and run two separate hedge fund trading desks. Just prior to joining HDCI, Ross worked as a high-level financial advisor at Morgan Stanley for seven years, where he was responsible for crafting customized financial plans, investment selection, client performance reviews and qualified retirement plan solutions.
Ross' experience and expertise providing 401K, Profit Sharing and Pension plan solutions, makes him an invaluable member and resource to the HDCI team. He is extremely thorough in guiding plan sponsors to effectively manage their retirement plan programs. He assists on plan design, investment due diligence and overall fiduciary management to ensure plans are compliant and that plan sponsors receive an exceptional client experience.
Ross’ formal education includes a BBA in Marketing from the University of Wisconsin-Madison and a Master of Business Administration in Finance from Fordham University.
On a personal level, Ross enjoys playing golf with his two sons, Jordan and Jake. He is also a DIY aficionado and takes pride in doing all his own home improvement. He currently lives in Jericho, NY with his wife Heather.
Registered Representative & Investment Advisor of Park Avenue Securities