About

Michael Ross is a Managing Director for Jefferies Private Wealth Management Group and is Head of Estate, Tax, and Financial Planning. Prior to joining Jefferies, Michael was the founding member of a multi-family office serving ultra-high-net-worth families. Previously, he was with Wilmington Trust, in charge of financial planning and managing complex trust relationships. Prior to Wilmington, Michael was with Lenox Advisors as senior vice president managing a team of financial planners and asset managers. He began his career in the wealth management business as a financial advisor at Prudential Securities and its acquiring firm Wachovia Securities. Michael is a CFP®, having completed the financial planning program at Boston University and holds a degree in Urban Planning from the University at Buffalo.