Our Leadership

A dedicated, multi-disciplinary brain trust operating seamlessly to serve your needs.

Scott Ross

Scott Ross

Founder & Managing Director

With over two decades advising high-net-worth families, Scott leads the firm’s strategic vision and overarching macro-economic thesis.

Matt Ross

Matt Ross

Junior Advisor & Head of Marketing

Matt drives the firm’s brand expansion and client engagement strategies as Head of Marketing, while delivering foundational financial guidance and planning support as a Junior Advisor to empower the next generation of investors.