Ross B. Muldoon, CFP®

Ross Muldoon is a Certified Financial Planner (CFP®) with over 16 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/ETFs. He is responsible for ensuring 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.

Ross is an appointed Officer of the firm and currently sits on the Board of Trustees as a voting member.

Ross and his wife Kimberly have been married for over eleven years and have two daughters.

Email: ross.muldoon@ellisinvestmentpartners.com