Mitchell Ross, CIMA
Director- Head of Investment Advisory Consulting at UBS Wealth Management | Oceanport, New Jersey, United States
Mitchell Ross, CIMA’s Email & Phone Number
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Director, Advisory Sales Consultant - Eastern Division at UBS in June 2018 - Present
Executive Director, Advisory Sales Consultant for Wealth Management and Private Wealth at UBS in February 2023 - Present
Director- Team Lead, Advisory Consulting East at UBS in July 2015 - June 2018
Director- Advisory Consultant at UBS in April 2012 - July 2015
Senior Director, Sales and Marketing at OPPENHEIMER & COMPANY, INC in February 2005 - February 2012
Vice President and Regional Account Manager at Neuberger Berman in December 2000 - August 2002
National Account Manager at Salomon Brothers Asset Management in January 1999 - November 2000
Internal Sales Representative at Salomon Brothers Asset Management in October 1996 - January 1999
Fordham Gabelli School of Business, MBA
Lehigh University, BA
Mamaroneck High School
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Discover more about UBS Wealth Management
Head of AI, Distinguished Engineer, Compliance, Regulation, Governance Technology, UBS| Ex-IBM Research
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Head of Compliance, Managing Director, UBS Europe SE
Lecturer at Frankfurt School of Finance and Management
(November 2009 – August 2026)
Executive Director at UBS Investment Bank
Research Associate at Sovereign Wealth Fund Institute
(June 2008 – August 2026)
Director - Wealth Management at UBS Switzerland AG.
Intern - Investments at UBS Wealth Management
(August 2026 – August 2026)
Senior Vice President, Senior Portfolio Manager, Financial Advisor at UBS Wealth Management
Senior Vice President, Senior Portfolio Manager, Financial Advisor at UBS
(September 2012 – Present)
C-suite Executive: Alternative Investments, Global Wealth Management, Family Offices; Board Director and Chair; Strategic Advisor; Impact Investor
Chair- Board of Directors at Align Impact
(January 2024 – Present)
What is Mitchell Ross, CIMA email address?
Email Mitchell Ross, CIMA at [email protected], [email protected] and [email protected]. This email is the most updated Mitchell Ross, CIMA's email found in 2026.
What is Mitchell Ross, CIMA phone number?
Mitchell Ross, CIMA phone number is 9176701381, 9173309204 and 2123084000.
How to contact Mitchell Ross, CIMA?
To contact Mitchell Ross, CIMA send an email to [email protected], [email protected] or [email protected]. If you want to call Mitchell Ross, CIMA try calling on 9176701381, 9173309204 and 2123084000.
What company does Mitchell Ross, CIMA work for?
Mitchell Ross, CIMA works for UBS Wealth Management.
What is Mitchell Ross, CIMA's role at UBS Wealth Management?
Mitchell Ross, CIMA is Director- Head of Investment Advisory Consulting
What industry does Mitchell Ross, CIMA work in?
Mitchell Ross, CIMA works in the Financial Services industry.
