Matthew Ross

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.