Gordon Ross
About Gordon Ross
Gordon Ross serves as the Chief Client Officer at Dynasty Financial Partners, where he has worked since 2023. He has a background in economics and management, with extensive experience in client services and investment advisory roles.
Work at Dynasty Financial Partners
Gordon Ross currently serves as the Chief Client Officer at Dynasty Financial Partners, a position he has held since 2023. In this role, he is responsible for overseeing the service model design and delivery for over 55 Registered Investment Advisors (RIAs) across the industry. His previous roles at Dynasty include Managing Director and Co-Head of Service Team from 2022 to 2023, and Director from 2019 to 2022. His experience at Dynasty spans several years, contributing to the firm's client-facing services.
Education and Expertise
Gordon Ross holds a Bachelor of Arts with Honours in Economics from Durham University, where he studied from 1998 to 2001. He furthered his education at Harvard Business School, earning a Master of Business Administration (MBA) from 2008 to 2010. His academic background provides a strong foundation for his expertise in economics and management, which he applies in his professional roles.
Professional Background
Before joining Dynasty Financial Partners, Gordon Ross held several positions in the financial services industry. He worked as an Investment Adviser and later as an Investment Manager at Bestinvest from 2001 to 2008. He also served as Vice President at BBR Partners from 2012 to 2014. His diverse experience in various roles has equipped him with a comprehensive understanding of client services and investment management.
Leadership and Responsibilities
In his role as Chief Client Officer, Gordon Ross leads client-facing services that encompass Relationship Management, RIA Consulting, Practice Management, and Advisor Transitions. His leadership is crucial in ensuring that the services provided to clients are effective and meet the needs of the Registered Investment Advisors he oversees. His responsibilities reflect a commitment to enhancing client relationships and service delivery.