Tim Ross
Director of Research
Tim joined Constellation Wealth Advisors in March of 2008 as the Director of Research. He is responsible for investment manager research and due diligence. He also manages the software applications utilized in identifying and evaluating investment opportunities. Prior to joining CWA, Tim worked as a Wealth Advisory Associate with Citi Family Office, a division of Citigroup. During his more than 3 years with Citi Family Office, Tim implemented a proprietary reporting system and developed an investment research process to support Jon Goldstein, David Arizini, and Mike Texido.
Tim holds a Bachelor of Science degree from Stanford University. He is currently a Level II CFA candidate.
Tim lives in San Bruno, California with his wife and two sons.