Client Service Associate
Ross is a Client Services Associate who supports one of Sage’s wealth management teams, helping them provide exceptional investment management, financial planning, and personal financial guidance. After graduating from the University of Wisconsin with a B.B.A. in Finance, Investment, and Banking, Ross spent several years in New York learning about relationship management and training as a financial advisor at UBS Financial Services. He is currently pursuing a Master’s in Wealth Management at Columbia University.
Outside of work, Ross enjoys spending time with family and friends, exercising, and routing for his favorite Philadelphia sports teams.
Why are you in wealth management?
I am driven by a desire to help people with their financial needs and make a difference in their lives. I enjoy building long-term relationships and being in the role of client advocate and trusted advisor.
What do you love most about being part of Sage?
Being a part of the team and the culture is what I enjoy most. Everyone at Sage is passionate about the organization’s purpose and genuinely cares about each other.