William Ross, Cfa
About William Ross, Cfa
William Ross is an Assistant Vice President in Investment Banking at Dynasty Financial Partners, with a background in M&A and business development. He holds a CFA designation and has experience managing significant investment portfolios and contributing to private equity growth.
Current Role at Dynasty Financial Partners
William Ross serves as the Assistant Vice President in Investment Banking at Dynasty Financial Partners. He has held this position since 2023, contributing to the firm's investment banking operations in St Petersburg, Florida. His responsibilities include managing investment strategies and client relationships, leveraging his extensive background in finance.
Previous Experience in Investment Banking
Prior to his current role, William Ross worked as a Senior Associate in Investment Banking at Dynasty Financial Partners from 2020 to 2023. Before that, he was an Associate in M&A and Business Development at Emigrant Partners from 2019 to 2020. During his time at Emigrant Partners, he played a significant role in the private equity team, contributing to a 40% growth through ten transactions.
Educational Background
William Ross studied at the University of St Andrews, where he earned a Master of Arts with Honours in Management from 2011 to 2016. He also attended The Lawrenceville School from 2007 to 2011. His academic work includes a dissertation titled 'Crisis Origin and Response in Differing Industries,' which received a First Class distinction.
Certifications and Expertise
William Ross holds the CFA Charterholder designation, along with SIE and Series 79 certifications. He possesses expertise in wealth management tools, including Bloomberg, FactSet, BondEdge, Charles River, and Barclays Live. His experience includes managing investment discretion for approximately $1 billion across over 150 accounts while at U.S. Trust/Bank of America/Merrill Lynch.
Internship Experience
William Ross gained early experience in finance as an intern at Wolfe Research, LLC, where he worked with the Consumer Staples team for four months in 2015. This role provided him with foundational insights into market analysis and research methodologies.