Tim Ross, CFA®, CFP

Managing Director, Investments

Tim Ross is a Managing Director, Investments at Cresset. In this role, he focuses on portfolio management and manager research. He oversees allocation and implementation of several multi-manager portfolios on behalf of clients.

Tim has over 20 years of experience in Private Wealth Management. He has sourced and underwritten investments across asset classes, including marketable securities and private investments.

Prior to joining Cresset in 2023, he was a Senior Vice President at First Republic Investment Management. In 2015, First Republic acquired Constellation Wealth Advisors, where Tim was the Director of Research, responsible for managing the firm’s platform of investments. Prior to Constellation, he was an Investment Management Analyst with Citi Family Office, a division of Citigroup.

Tim earned a Bachelor of Science degree from Stanford University and holds the Chartered Financial Analyst® designation. He is also a CERTIFIED FINANCIAL PLANNING™ professional. Tim lives in the San Francisco Bay area with his wife and children.

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