Ross B. Muldoon, CFP®

Ross Muldoon is a Certified Financial Planner (CFP®) with over 12 years of investment and financial planning experience. Upon completion of his undergraduate studies at Widener University, Ross joined Capital Management Services, Inc. as Manager of Operations and Client Services where he worked closely with senior consultants in the areas of investment management and financial planning. His responsibilities also extended to interacting with clients during the financial planning process and addressing questions on existing portfolios.

As Director of Portfolio Management Operations for Ellis Investment Partners, LLC, Ross is involved in all aspects of the investment management process including portfolio construction & management, monitoring asset allocation parameters, and research & analysis of individual securities/mutual funds/ETF’s. He is responsible for making sure that all systems & platforms used within our portfolio management infrastructure are at the forefront of the industry. In addition to his role within the firm, Ross works closely with his own clients, providing financial planning and investment management services. Ross is a member of the firm’s Investment Committee with a focus on Individual security strategy.

As recognized in the December issue of Philadelphia Magazine, Ross was named a 2014 Five Star Wealth Manager. In conjunction with Five Star Professional, an independent research firm, Philadelphia Magazine identified a select group of wealth managers in the Philadelphia area who satisfy 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients. According to Five Star Professional, approximately only seven percent of the wealth managers in the Philadelphia area were chosen for this award.

Prior to joining Ellis Investment Partners, LLC, Ross was associated with Capital Management Services, Inc. from March 2006 – December 2012. He earned a Bachelor of Science in Business Administration from Widener University in 2006.

Ross and his wife Kimberly have been married over seven years and have one daughter.