Ross has been active in the financial services industry since 2003. He has particular knowledge of the distribution of UCITS and AIFs, investment fund design and derivative use within UCITS. He has advised many leading asset managers on the design and structure of investment funds as well as the preparation of risk management process documents to facilitate the use of derivatives within such structures. He also has experience in the preparation of UCITS Business Plans and has been responsible for managing the establishment of both traditional and alternative UCITS funds. He acts as a Director and Designated Person for a number of investment funds.
Prior to joining KB Associates, Ross was at Bank of America Merrill Lynch and Macquarie Securities Group where he was responsible for product control on a number of trading desks. Previously he spent a number of years with HSBC Securities Services Ireland and Investor Bank and Trust where he was involved in the administration of traditional and alternative investment funds.
Ross holds a Bachelor of Science (Hons) in Management (Finance) from Dublin Institute of Technology, is a Chartered Financial Analyst (CFA) Charterholder and is a member of the Institute of Certified Public Accountants in Ireland.