Mark William Ross
Investment Committee Member at Riverplace Capital Management, Inc.
Profile
Mr. Mark W.
Ross is a Vice President & Portfolio Manager at Riverplace Capital Management, Inc. He has over 25 years of experience in the financial services industry.
He is a member of the Investment Committee and focuses on clients, their portfolio management and financial planning.
He began his career with Merrill Lynch Wealth Management and attained the Certified Financial Manager designation.
He has also served as an advisor on the advisory board for Life Management Advisors, providing family office services for high net worth individuals.
He has extensive experience in real estate investments and currently maintains his NMLS Mortgage License.
Mr. Ross earned a Bachelor of Arts degree in Business Administration from Florida Southern College.
He has held NASD Series 7, 63, 65 and Health, Life, and Variable Annuity Insurance Licenses.
Mark William Ross active positions
| Companies | Position | Start |
|---|---|---|
Riverplace Capital Management, Inc.
 Riverplace Capital Management, Inc. Investment ManagersFinance Riverplace Capital Management, Inc. (Riverplace Capital) is an independent SEC-registered asset management firm headquartered in Jacksonville, Florida. The firm was founded by Peter Bower and Charles Thompson in 1998. Riverplace Capital provides personalized, confidential financial planning and investment management to high-net worth individuals, small business owners, and families. | Investment Committee Member | - |
Former positions of Mark William Ross
| Companies | Position | End |
|---|---|---|
Merrill Lynch, Pierce, Fenner & Smith, Inc.
 Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Corporate Officer/Principal | 2003-02-19 |
Training of Mark William Ross
| Florida Southern College | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Riverplace Capital Management, Inc.
Riverplace Capital Management, Inc. Investment ManagersFinance Riverplace Capital Management, Inc. (Riverplace Capital) is an independent SEC-registered asset management firm headquartered in Jacksonville, Florida. The firm was founded by Peter Bower and Charles Thompson in 1998. Riverplace Capital provides personalized, confidential financial planning and investment management to high-net worth individuals, small business owners, and families. | Finance |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Finance |
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