James Ross

James is a CERTIFIED FINANCIAL PLANNER™ professional at Hulbert Financial Group. Prior to joining HFG, he was an investment associate at Manchester Capital Management, a single family office. Before that, he was at BBR Partners, where he helped manage portfolios for high net worth families and foundations. He began his career at Nielsen in Connecticut, one of the world’s leading data and measurement firms.

He received a BS in Finance with a minor in economics from Siena College and earned the CERTIFIED FINANCIAL PLANNER™ professional designation CFP® in 2019.

James currently resides with his wife Emily in Saratoga, NY. Originally from Lake George, James enjoys spending time on the lake with friends and family.

CFP® and CERTIFIED FINANCIAL PLANNER ™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc.  These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.