Ross B. Muldoon, CFP®

Ross B. Muldoon is a Certified Financial Planner (CFP®) with over 17 years of experience in the Registered Investment Advisor industry. Ross specializes in providing investment management and holistic financial planning services for his clients which includes high-net worth individuals, executives, trusts, and retirement plans. As a fiduciary, Ross is passionate about providing peace of mind for his clients by offering innovative solutions to help simplify their often-complex financial lives.

Prior to his transition to a consultant role in 2023, Ross served as the Director of Portfolio Management Operations for Ellis Investment Partners, LLC for over ten years. As such, Ross engaged in all aspects of the investment management process including portfolio construction & management, monitoring asset allocation parameters as well as research & analysis of individual securities, mutual funds, and ETFs. He ensured all systems and platforms within the firm were at the forefront of the industry. In addition to these responsibilities, Ross continued to collaborate closely with his own clients, offering financial planning and investment management services.

Ross is a member of the firm’s investment Committee and 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.