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    Ross Loomis

    Ross Loomis, CFA, is the Director of Research and Trading at Evermay Wealth Management, LLC, a position he has held since April 2014.12 He brings analytical expertise to the investment team and is based in the Washington D.C. Metro Area.13

    Education and Qualifications

    Ross holds a Bachelor's Degree in Human Biology: Brain and Behavior from Brown University, which he completed in 2004.1 He furthered his education with a Master's Degree in Economics from San Diego State University, graduating in 2008.1 In March 2018, Ross obtained the Chartered Financial Analyst (CFA) designation.1

    Professional Experience

    Prior to joining Evermay Wealth Management, Ross worked as a Senior Economist at RTI International from June 2008 to April 2014.2 In this role, he led economic research for government and commercial clients for more than five years.3 His earlier experience includes providing quantitative and qualitative analysis of stocks for Nicholas-Applegate's International Growth Opportunities fund.3

    Role at Evermay Wealth Management

    As the Director of Research and Trading, Ross is a key member of the investment team.3 He applies his analytical skills to support the firm's investment strategies and decision-making processes. Ross is also recognized as a Principal at Evermay Wealth Management.3

    Personal

    Ross currently resides in Virginia Beach, Virginia, with his wife and two daughters.3 He was named the Outstanding Graduate Student during his time at San Diego State University.3

    Highlights

    Nov 12 · theorg.com
    Ross Loomis - Director Of Research And Trading at Evermay Wealth ...
    Ross Loomis - Director Of Research And Trading at Evermay Wealth ...
    Our People - Evermay Wealth Management
    Our People - Evermay Wealth Management

    Related Questions

    What are Ross Loomis's key achievements at Evermay Wealth Management?
    How did Ross Loomis transition from economics to investment management?
    What specific strategies does Ross Loomis use in his role at Evermay Wealth Management?
    How has Ross Loomis's background in human biology influenced his career in finance?
    What are some notable projects Ross Loomis has worked on at Evermay Wealth Management?
    Ross Loomis
    Ross Loomis, photo 1
    Ross Loomis, photo 2
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    Location

    Washington D.C. Metro Area