Private Wealth Manager
Ross brings nearly two decades of experience in Private Wealth Management, working with high-net-worth and ultra-high-net-worth individuals, families, and small businesses to develop personalized financial strategies. He delivers tailored Private Wealth Management strategies across investments, estate planning, and complex financial needs. Prior to joining Bash Capital, Ross held advisory and leadership roles at UBS PWM, Morgan Stanley PWM, and Merrill Lynch, where he specialized in investment planning, lending and cash management solutions, retirement strategies, and portfolio management.
An avid golfer, Ross enjoys spending time with his wife, Blair, and their daughters, Brielle and Hailey.
“I am excited to bring my expertise and personalized service to a forward-thinking, independent financial services firm. My passion lies in building lasting relationships and empowering clients to accept their financial goals with clarity and confidence.”
