James Ross, II

Managing Director

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.

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James Ross, II

James Ross, II

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