Ross’ investment career began in 1992, and he joined NEPC in 2005. Ross works with defined contribution plans in all aspects of plan evaluation. Ross is a regular speaker at conferences and has co-authored several pieces for NEPC, including “Stable Value on the Brink, But Surviving” and “The Automated Defined Contribution Plan.” He has also co-authored several opinion letters to the Department of Labor and testified in the Department of Labor/Securities and Exchange Commission Joint Hearings on Target-Date Funds, the Department of Labor/Treasury Joint Hearings on Lifetime Income Solutions, and the Department of Labor Definition of Fiduciary Hearings. Ross has led the effort behind NEPC’s annual Plan and Fee Survey, has been interviewed multiple times in industry publications such as PIMCO’s DC Dialogue and is frequently quoted in the press. Ross is also a founder of the Defined Contribution Institutional Investment Association (DCIIA) and is the former Chair of the Public Policy Committee. Ross has been nominated for 401kWire’s 2014 Hundred Most Influential People in Defined Contribution.
Prior to joining NEPC, Ross worked at Hewitt Associates as a Senior Investment Consultant and Midwest Market Manager. As a Senior Investment Consultant, Ross was responsible for designing institutional retirement plan investment strategies for Fortune 500 companies with Plan assets exceeding $1 billion on average. Ross also managed client relationships, created investment policy statements, advised on asset allocation and selection of investment managers, and led his team investigating the feasibility of establishing Hewitt investment products and other potential new product offerings.
Prior to working at Hewitt Associates, Ross worked at The First National Bank of Chicago as a Portfolio Manager and Assistant Vice President. He was responsible for managing client assets consisting of equity, fixed income, and derivative investments, and associated client relationships.
Ross earned an M.B.A. from Northwestern University with concentrations in Finance, Marketing, and Management & Strategy. Ross received his B.A. in Political Science from Northwestern University, with a concentration in Economics. In addition, he holds the Chartered Financial Analyst designation.