OUR TEAM

James Ross

Managing Director & Senior Investment Consultant

James Ross, II, AIF, Managing Director, and Senior Investment Consultant, joined Mason in April 2016.

  • Earned the Accredited Investment Fiduciary designation in 2016.
  • Bachelor of Arts in History and Economics, Denison University.
  • Previous experience includes over a decade serving as vice president of institutional investments for Lancaster Pollard and as a portfolio manager and financial advisor for Morgan Stanley and Merrill Lynch.

In his spare time, James enjoys spending time cooking for family and friends and adventure traveling.