James Ross, II

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.

© Copyright 2018, Mason Investment Advisory Services, Inc. All Rights Reserved.