James Ross, II
James Ross, II, CRPC, AIF, joined Mason in April 2016.
- Earned the Accredited Investment Fiduciary designation in 2016.
- Received his Chartered Retirement Planning Counselor designation in 2012.
- Bachelor of Arts in History and Economics, Denison University.
- Past experience includes 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 with his family, cooking, travel and powerlifting.