Mason Investment Advisory Services
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James Ross

Managing Director & Senior Investment Consultant

James Ross, II, CRPC, AIF, Managing Director & Senior Investment Consultant, 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.
  • Previous 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, traveling and powerlifting.