---
title: Matthew Ross | Exchange Capital Management
description: Our Financial Management team includes passionate & ethical registered Investment Advisors, Portfolio Managers & a friendly staff located in Ann Arbor.
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# Matthew Ross
Trader
## Biography
Throughout the start of my career, I have quickly developed a passion for investment management and have witnessed the lasting impact it has on our clients. Navigating financial decisions can be daunting, especially when dealing with the stress and day-to-day challenges of investing. The inherent volatility of the markets, combined with the complexity of creating and executing a financial plan, can often feel overwhelming. This stress is only compounded when those investments are the key to preparing for retirement, purchasing a new home, or funding the education of the newest addition to your family.
In my role as Trader, I work with our portfolio management team to help alleviate the stress that investments often bring. We work closely with our advisors to tackle complex financial scenarios and identify personalized investment solutions for each client who walks through our doors. We then implement the actions necessary to fulfill our clients' objectives, ensuring that each step is carefully managed and executed, so you can focus your time on the things you truly enjoy.
## Responsibilities
- Handle all daily trade activity including trade setup, execution, and reconciliation
- Work with the Portfolio Management Team to conduct detailed investment analyses on various equities and fixed income securities
- Assist in account setup and implementation processes as well as quarterly billing processes
## Education
- Wayne State University
BS - Finance
2023
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### Exchange Capital Management, Inc.
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Ann Arbor, MI 48104
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