Andrew William Ross
President at Campbell, Lee & Ross Investment Management, Inc.
Profile
Mr. Andrew W.
Ross, CFA MBA, is a President & Portfolio Manager at Campbell, Lee & Ross Investment Management, Inc.
Prior to joining Campbell Lee & Ross Investment Management (formerly Campbell & Lee) in 2007, he spent 10 years at UBS Global Asset Management and its predecessor RT Capital Management (RT/UBS), the pension investment arm of the Royal Bank of Canada.
He was Vice President and Investment Analyst responsible for Canadian Equities and directly responsible for the management of over $3 billion in equities.
Prior to joining UBS Andrew was an equity analyst with RBC Dominion Securities and Richardson Greenshields specializing in Media & Communication and Technology based companies.
He has a Bachelor of Applied Science (B.Sc.) in Electrical Engineering from Queens University and a Masters of Business Administration from McGill University.
He is also a Professional Engineer (P.Eng) and a Chartered Financial Analyst.
Andrew William Ross active positions
Companies | Position | Start |
---|---|---|
Campbell, Lee & Ross Investment Management, Inc.
Campbell, Lee & Ross Investment Management, Inc. Investment ManagersFinance Campbell, Lee & Ross Investment Management, Inc. (CLRIM) is a boutique private wealth management firm headquartered in Oakville, Canada. The firm was founded by Bruce Campbell and Joseph Lee in 2000 as Campbell & Lee Investment Management, Inc. CLRIM provides portfolio management and advisory services for high net-worth individuals and small/medium sized institutional clients. | President | 01/01/2007 |
Former positions of Andrew William Ross
Companies | Position | End |
---|---|---|
UBS Asset Management (Canada) Inc.
UBS Asset Management (Canada) Inc. Investment ManagersFinance UBS Asset Management (Canada) Inc. (UBSC) is a Canadian portfolio manager headquartered in Toronto, Ontario. The firm is an indirect wholly-owned subsidiary of UBS AG, which is owned by UBS Group AG (SWX: UBSG) in Switzerland. UBSC offers investment strategies and services to a broad range of clients and their investment consultants which includes: corporate, public and Taft-Hartley pension plans, endowments and foundations, insurance companies, and, financial institutions. They also provide dedicated advisory, investment and training solutions for sovereign clients such as governments and central banks. | Analyst-Equity | 31/03/2008 |
Training of Andrew William Ross
McGill University | Masters Business Admin |
Queen's University | Undergraduate Degree |
Experiences
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Private companies | 2 |
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UBS Asset Management (Canada) Inc.
UBS Asset Management (Canada) Inc. Investment ManagersFinance UBS Asset Management (Canada) Inc. (UBSC) is a Canadian portfolio manager headquartered in Toronto, Ontario. The firm is an indirect wholly-owned subsidiary of UBS AG, which is owned by UBS Group AG (SWX: UBSG) in Switzerland. UBSC offers investment strategies and services to a broad range of clients and their investment consultants which includes: corporate, public and Taft-Hartley pension plans, endowments and foundations, insurance companies, and, financial institutions. They also provide dedicated advisory, investment and training solutions for sovereign clients such as governments and central banks. | Finance |
Campbell, Lee & Ross Investment Management, Inc.
Campbell, Lee & Ross Investment Management, Inc. Investment ManagersFinance Campbell, Lee & Ross Investment Management, Inc. (CLRIM) is a boutique private wealth management firm headquartered in Oakville, Canada. The firm was founded by Bruce Campbell and Joseph Lee in 2000 as Campbell & Lee Investment Management, Inc. CLRIM provides portfolio management and advisory services for high net-worth individuals and small/medium sized institutional clients. | Finance |
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