|Steven S. Ross, CFP®|
Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus
Steve is a Senior Vice President at RBC Wealth Management. He began his career with Ferris, Baker, Watts (FBW), acquired by RBC Wealth Management in 2008, as a $3.65 an hour intern on September 19, 1979 and is proud to say he has never moved desks. Over his 33-year career, Steve has managed portfolios for a wide range of individuals and institutions striving to meet their investment and financial goals. Steve graduated with honors from George Washington University in 1981 and he holds the Series 7, 63, and 66 securities licenses as well as the CERTIFIED FINANCIAL PLANNER® designation.
Steve was elected to George Washington University’s Board of Trustees in 2006 and also served as a Board Member for the Kennedy Institute in Washington, DC. Prior to FBW’s merger with RBC Wealth Management, Steve served on FBW’s Board of Directors and Chaired its Retail Advisory Board. Currently, Steve is a member of RBC Wealth Management’s Chairman’s Council, which recognizes the firm’s top 120 financial advisors, and serves on RBC Wealth Management’s Equity Leader Advisory Council.
Steve resides in Bethesda, MD, and is married with two children. His interests and hobbies include coaching baseball and basketball, participating in numerous sports, genealogy research, and providing free plumbing advice to friends, family and clients as he is a descendant of three generations of plumbing contractors.
|William D. Fort, CFA|
Senior Financial Associate
Billy is a Senior Financial Associate with RBC Wealth Management and was recruited by the Ross Group in 2003. Billy serves as the team’s Senior Portfolio Analyst and works side by side with Steve and Matt on portfolio construction, management, and asset allocation. Billy graduated from Cornell University in 2002, holds his Series 7 & 66 security licenses, and received the Chartered Financial Analyst (CFA) designation in 2008.
A native of the DC area, Billy graduated from the Landon School in Bethesda, MD, and then headed to Cornell University where he played Varsity Lacrosse. After graduating from Cornell, Billy lived abroad for one year, coaching and playing lacrosse professionally in England.
Billy is a Board Member of the Mario St. George Boiardi Foundation. George Boiardi, a life-long friend of Billy’s, tragically died during a lacrosse game in 2004, and a foundation was created in his honor with a mission of promoting youth through academics and athletics. During his free time, Billy enjoys playing or coaching various sports. He currently resides in Washington, DC with his wife, Tricia.
Associate Financial Advisor
Matt is a Financial Advisor with the Ross Group. He has his Series 7 & 66 licenses, state insurance licenses, and received his MBA, with a focus in finance and international business, from George Washington University’s School of Business and completed his BA from Denison University. Currently, Matt is a Certified Financial Planner (CFP) Candidate at Georgetown University.
Matt was recruited by the Ross Group to help expand its portfolio management and business development efforts. He works with Steve and Billy on portfolio construction and brings a knowledge of retirement planning, income tax, estate planning, insurance and investment management.
Matt serves as a Board Member of the Real Estate Finance Alliance (REFA) at GW; is an Advisory Board Member of LearnServe International; a member of The Luther Rice Society; and an active participant in the GW School of Business Alumni Association.
Joe is a Client Associate with the Ross Group and was specifically selected to fill this crucial position. He began his career at RBC Wealth Management as an intern for The Ross Group in March of 2010 and now serves as our primary point of contact for the following matters: money transfers, account transfers, account openings, client scheduling, online access, statement reporting, tax inquiries, and other administrative requests by clients.
Joe graduated from the University of New Hampshire in 2007 with focuses in Business Administration and Communicative Studies, and is currently pursuing his series 7 and 66 licenses.
Joe was born and raised in Portland, Maine and has a younger brother who is a professional snow-boarder. Joe was a multiple sport athlete and upon graduation from college coached baseball. He remains active with multiple athletic leagues and charities in the DC Metro area.