|Steven S. Ross, CFP®|
Managing Director - 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 Business Associate
Billy is a Senior Business Associate with RBC Wealth Management and joined the Ross Group in 2003. He serves as the team’s senior portfolio analyst and works side by side with Steve on client portfolio construction, management, and allocation. Billy holds his Series 7 and 66 security licenses, and received the Chartered Financial Analyst (CFA) designation in 2008. The CFA Charter is a rigorous qualification for investment professionals, particularly in the areas of client portfolio management and investment analysis.
A native of the DC area, Billy graduated from the Landon School in Bethesda, MD, and then headed to Cornell University where he earned a B.A in history in 2002. 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, died tragically 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 and daughter, Laura.
|Renee Floro, CFP®|
Senior Investment Associate
Renee joined the Ross Group in 2013, and she has worked in the financial services industry for over twelve years. She plays a multi-faceted role on the team; as head of operations and client service, Renee provides all operational and administrative support to our clients. As a team member with the CERTIFIED FINANCIAL PLANNERTM designation, she also works with our clients to understand their unique financial circumstances and create a customized financial analysis. This includes recommendations to help them meet their specific goals through insurance planning, retirement income analysis, and other financial planning techniques. Renee works closely with our clients to implement the recommended strategy, and monitors their ongoing needs and changing life circumstances.
Renee earned a Bachelor’s degree in finance from Bloomsburg University in Pennsylvania. Since graduating in 2001, she has earned theCERTIFIED FINANCIAL PLANNER™ certificate. The multi-year CFP® program entails in-depth courses, training, and comprehensive examinations in all areas of financial planning including investments, taxes, insurance, estate, and retirement planning. Renee also holds Series 7 and 66 securities licenses and state insurance licenses, as well as an Executive Certificate in Financial Planning from Georgetown University. Renee resides in Alexandria, VA, with her husband, Marcus and daughter, Carmen.
Senior Financial Associate
Matt is a Senior Financial Associate with RBC Wealth Management and joined the Ross Group in 2015. He serves as a member of the portfolio team working on client portfolio construction, management, and allocation. Prior to joining RBC Wealth Management, he worked at FBR Capital Markets in its Institutional Equity Sales & Trading group and then at Fannie Mae as part of its Fixed Income Securities Marketing group. Matt holds his Series 7 and 66 security licenses.
Born and raised in the D.C. area, Matt is from Laytonsville, MD, and graduated from Good Counsel High School. He attended Cornell University where he graduated in 2005 with a B.S. in communication, concentrating in applied economics and management. While attending Cornell, Matt was a four year member of the Varsity Baseball team, and served as captain of the team his senior year.
Matt earned his MBA in finance and investments from The George Washington University in 2012 and is currently an Adjunct Professor of Finance at GW. He teaches an applied securities analysis class, which allows students to analyze companies and manage a real-money equity investment portfolio.
During his free time, Matt enjoys teaching, cheering on D.C. professional sports teams (as well as his beloved Baltimore Orioles), and playing basketball and golf. He currently resides in Alexandria, VA with his wife, Carolyn.