
Michael Ross
Private Wealth Associate
Cornerstone Advisory LLC
United States, Maryland, Hunt Valley
About Me
Michael enjoys using his 15+ years of experience and vast knowledge of industry-leading software platforms to maximize client service and advisor support. He joined Cornerstone Advisory in 2021 as a Private Wealth Associate bringing experience from firms such as Wilmington Trust, Northwestern Mutual, and Legg Mason. In these positions he was responsible for portfolio monitoring, investment analysis, account rebalancing, and report and presentation creation. Michael holds both a BS in Finance from the University of Baltimore, as well as a MS in Finance from Johns Hopkins University. In his free time, Michael enjoys traveling with family and friends, and spending time with his daughter.
Profile Information
Private Wealth Associate
Cornerstone Advisory LLC
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Hunt Valley
Maryland
United States
May 15, 2024
Keylinks
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