David Ross
Nessuna posizione attualmente
Profilo
Mr. David Ross, CFA MBA, is a Director & Portfolio Manager at Chevy Chase Trust Co.
Mr. Ross has extensive wealth management experience.
In 2007, Mr. Ross was a Director and Investment Strategist at Citi Private Bank, where he was responsible for investment strategy and investment portfolio management for high net worth clients.
In 1999, Mr. Ross was a Senior Portfolio Manager at US Trust in Raleigh, NC and in 2004 he moved to the Washington DC office of US Trust, where he managed the investment function as well as managing client portfolios.
Prior to joining US Trust, he served as a Director of Equities for a $2.5 billion institutional equity management firm in Raleigh, NC and a Chief Equity Strategist for a firm in Arkansas.
Currently, he is a Director at Chevy Chase.
Mr. Ross is a graduate of Yale University, has an MBA from Syracuse University and is a Chartered Financial Analyst.
Precedenti posizioni note di David Ross
| Società | Posizione | Fine |
|---|---|---|
Citigroup Private Bank
 Citigroup Private Bank Investment ManagersFinance Citigroup Private Bank is the private banking subsidiary of Citigroup, Inc. (NYSE: C) in the US. Headquartered in New York City, the firm serves worldly and wealthy individuals and their families with a customized private banking service that crosses borders. They also provide services to professional investors, family offices, and lawyers and law firms. | Corporate Officer/Principal | - |
| US Trust | Corporate Officer/Principal | - |
Chevy Chase Trust Co.
 Chevy Chase Trust Co. Investment ManagersFinance Chevy Chase Trust Co. (CCTC) is a SEC-registered investment advisor headquartered in Bethesda, Maryland. The firm was founded in 1997 and is a subsidiary of Chevy Chase Trust Holdings LLC, ultimately owned by Chevy Chase Holdings, Inc. CCTC primarily provides investment management services to high-net-worth individuals, investment companies, pension and profit-sharing plans, charitable organizations, state and municipal entities, insurance companies, and other institutional clients. | Gestore di Portafoglio-Azioni | - |
Formazione di David Ross
| Yale University | Undergraduate Degree |
| Syracuse University | Masters Business Admin |
Esperienze
Posizioni ricoperte
Società collegate
| Aziende private | 3 |
|---|---|
Chevy Chase Trust Co.
Chevy Chase Trust Co. Investment ManagersFinance Chevy Chase Trust Co. (CCTC) is a SEC-registered investment advisor headquartered in Bethesda, Maryland. The firm was founded in 1997 and is a subsidiary of Chevy Chase Trust Holdings LLC, ultimately owned by Chevy Chase Holdings, Inc. CCTC primarily provides investment management services to high-net-worth individuals, investment companies, pension and profit-sharing plans, charitable organizations, state and municipal entities, insurance companies, and other institutional clients. | Finance |
Citigroup Private Bank
Citigroup Private Bank Investment ManagersFinance Citigroup Private Bank is the private banking subsidiary of Citigroup, Inc. (NYSE: C) in the US. Headquartered in New York City, the firm serves worldly and wealthy individuals and their families with a customized private banking service that crosses borders. They also provide services to professional investors, family offices, and lawyers and law firms. | Finance |
| US Trust | Finance |
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