Joellen Ross Email & Phone Number
Partner @ BanyanGlobal Family Business Advisors
5 free lookup(s).
No credit card required.
Joellen Ross Location
- Windermere, FL, US
Joellen Ross Work
- 2014 - now Partner @
- 2020 - now Director Of Taxes @ Banyan Family Business Consulting, LLC
- 2013 - 2013 Tax and Financial Consultant @
- 2010 - 2013 Chief Fiduciary Operating Officer @ GenSpring Family Offices
- 2004 - 2010 Senior Partner @ GenSpring Family Offices
- 2001 - 2004 Tax Consultant @
- 1978 - 1998 Partner @ Andersen
Joellen Ross Education
- Michigan State University
Bachelor of Arts (B.A.) (Accounting)
1975 - 1978 - Ottawa Hills High 1974 - 1978
- Leadership Orlando
Joellen Ross Skills
- High Net Worth Individuals
- Portfolio Management
- Project Planning
- Management
- Tax
- Estate Planning
- Investment Advisory
- Wealth Management Services
- Wealth
- Finance
- Alternative Investments
- Mergers & Acquisitions
- Investments
- Asset Management
- Private Equity
- Hedge Funds
- Asset Allocation
- Oncology
- Radiation
- Mergers and Acquisitions
Joellen Ross Summary
- Joellen Ross, based in Windermere, FL, US, is currently a Partner at Banyan Family Business Advisors. Joellen Ross brings experience from previous roles at Banyan Family Business Consulting, LLC, Greenberg Traurig, LLP and GenSpring Family Offices. Joellen Ross holds a 1975 - 1978 Bachelor of Arts (B.A.) in Accounting @ Michigan State University. With a robust skill set that includes High Net Worth Individuals, Portfolio Management, Project Planning, Management, Tax and more. Joellen Ross has 1 mobile phone numbers on RocketReach.
5 free lookup(s).
No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Looking for a different Joellen Ross?
Find contact details for 700 million professionals.
Top BanyanGlobal Family Business Advisors Employees
Dennis Jaffe
Senior Research Fellow
San Francisco, CA, US
Judy Walsh
Partner
Denver, CO, US
Nick di Loreto
Partner
Boston, MA, US
Samuel Gant
Principal
Boston, MA, US
Vladimir Barbieri
Partner
Boston, MA, US
Benjamin Francois
Managing Partner at BanyanGlobal Family Business Advisors
Newport Beach, CA, US
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5 free lookups. 
Search the #1 Contact Database
Get contact details of over 700M profiles across 60M companies - all with industry-leading accuracy. Sales and Recruiter users, try out our Email Finder Extension. 
Use our AI-Powered Email Finder
Find business and personal emails and mobile phone numbers with exclusive coverage across niche job titles, industries, and more for unparalleled targeting. Also available via our Contact Data API. 
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co