Ira Ross is a high-level professional, who works in Spartan Planning Group main office of which is in 300. on the position of Partner and Advisor since 2015. Ira Ross has earned professional experience in more than ten positions at various companies. Ira Ross went to the University of Nebraska - Lincoln and got education from 1961 to 1962. This person has the following qualifications: Licensed Investment Adviser Representative. New York, New York is the city, where this expert was known to live. Their e-mail and phone are accessed through SoftwareOfficial by request.
Name variants:
Ira Ross
Last updated Oct 14, 2024
Contact Information
Last Update
Jul 8, 2022
Email
ir**@morganstanley.com, ir**@spartanplanninggroup.com, ro**@uawealth.com
Location
New York, NY
Company
Spartan Planning Group
Workplace
Partner and Advisor
Work History
Partner and Advisor
1250 Revolution Mill Dr SUITE 127, Greensboro, NC 27405
Spartan Planning & Wealth Management is a Fee Only wealth management and comprehensive financial planning firm.
Our Goal: Helping You Achieve Clarity & Confidence in Your Financial Journey...
from Jul 2015
Senior Vice President, Investment Advisor at United Advisors
1715 Indian Wood Circel SUITE 200, Maumee, OH
Independent Investment Advisor providing wealth management and financial planning services to advisory clients. Provide counsel as an integral part of the Firm's investment management team.
Mar 2009 — Jun 2015
Executive Director
1585 Broadway, New York, NY 10003
Lead Equity Portfolio Manager directing the investment process for $6 billion in client assets. Close partnership with sales and marketing to grow AUM and service existing business.
Aug 1980 — Jul 2009
Senior Economist
Performed analyses and wrote material for disrtribution to clients as a member of Alan Greenspan's research team.
1979 — 1979
Chief Economist
Supported portfolio management team with market and economic analyses.
1973 — 1979
Corporate Planning Analyst
Performed market research analyses. Worked on annual and quarterly shareholder reports, Wrote speeches for the Chairman. Interfaced with Wall Street analysts that followed the company and th...
1971 — 1973
Financial Research Economist
Created forecasts and reports for institutional and internal clients. Economics Department member of the team that brought the first Transamerica REIT public.
1967 — 1971
Economist
Performed analyses of saving through life insurance and supported the Chief Economist of this life insurance industry trade organization.
1964 — 1967
Junior Economist
1 Memorial Dr, Kansas City, MO 64108
Wrote computer programs that monitored the Discount Window and Federal Funds activity of Tenth Federal Reserve District member commercial banks. Provided analytical support to senior economi...
1962 — 1964
Executive Director
1585 Broadway, New York, NY 10003
Morgan Stanley mobilizes capital to help governments, corporations, institutions and individuals around the world achieve their financial goals. For over 75 years, the firm's reputation for ...
Education
1961 — 1962
1957 — 1961
Occupations
Executive
Chief Executive Officer
Leader
Guide
Corporate Executive
Chief Executive
Managers
Tour Guide
Skills
Asset Allocation
Asset Management
Financial Advisory
Financial Markets
Public Speaking
Fixed Income
Investment Management
Management
Leadership
Risk Management
Strategic Planning
Investments
Wealth Management
Economic Research
Creative Writing
Editing
Equities
Investment Strategies
Portfolio Management
FAQs about Ira Ross
What's the main profession of Ira Ross?
This professional's job is Partner and Advisor
What jobs is Ira Ross a professional at?
The expert is a professional Executive and Chief Executive Officer jobs.
Where does Ira Ross currently live?
Ira Ross lives in New York, New York.
What is Ira Ross's email?
The professional's email is ir**@morganstanley.com and ir**@spartanplanninggroup.com.
How many companies did Ira Ross work at?
The professional worked at ten jobs.
Where has Ira Ross studied?
Ira studied at the University of Nebraska - Lincoln from 1961 to 1962.
What are the certifications of Ira Ross?
The professional received the following certifications: Licensed Investment Adviser Representative.
Are there any professional industries, that Ira Ross works in?
This professional works in Financial Services industry.