Designations
- Certified Investment Management Analyst® (CIMA®)
Education
- BS, Western Michigan University
Ross is a Portfolio Manager who works alongside Chris to review and construct client portfolios. For the company retirement plans we advise, he reviews each plan's funds and structure and handles much of the related compliance work. He joined AZA in 2019.
Before joining AZA, Ross was a Senior Portfolio Manager at M.C. Vogel, LLC. Earlier in his career, he was an Investment Analyst at the Campbell Insurance Group and a Credit Analyst at Huntington Bank.
Ross earned a BS in business administration, with a focus on finance and economics, from Western Michigan University. He holds the Certified Investment Management Analyst® (CIMA®) certification.
Start with a conversation
A no-obligation, 30-minute introduction with investment people, not salespeople. If it seems like a fit, we'll follow up with a written proposal.