Robert Ross Location

New York, NY, US

Robert Ross Work

  • 2021 - now  Director, Compliance @ SVB Private
  • 2019 - 2021 Chief Compliance and Risk Officer @ Boston Private Wealth
  • 2011 - 2019 Chief Compliance Officer @ Sontag Advisory (now Wealthspire)

Robert Ross Education

  • University of Massachusetts Amherst

    B.A. (Political Science)

    1989
  • Rutgers Law School

    JD (Law)

    1994

Robert Ross Skills

  • Securities
  • Investment Advisory
  • Securities Regulation
  • Investment Advisers Act
  • Securities Litigation
  • Public Speaking
  • Investment Properties
  • Sales

Robert Ross Summary

Robert Ross, based in New York, NY, US, is currently a Director, Compliance at SVB Private. Robert Ross brings experience from previous roles at Boston Private Wealth, Sontag Advisory (now Wealthspire), MarketCounsel, LLC and Cole, Schotz, Meisel, Forman & Leonard, P.A.. Robert Ross holds a B.A. in Political Science @ University of Massachusetts Amherst. With a robust skill set that includes Securities, Investment Advisory, Securities Regulation, Investment Advisers Act, Securities Litigation and more. Robert Ross has 2 emails and 2 mobile phone numbers on RocketReach.

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