Ross Alan Monten, CFP® in

Ross Alan Monten, CFP®

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Senior Portfolio Manager, Financial Advisor at Morgan Stanley
📍 San Francisco Bay Area, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

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Experience
15 Years
Current Role
Senior Portfolio Manager, Financial Advisor
Job Level
Middle
Location
San Francisco Bay Area, United States
Personality Overview

How Ross shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Ross cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

7-2020
Senior Portfolio Manager, Financial Advisor
Morgan Stanley
1-2024
Board Trustee at Queen of the Valley Foundation
Providence
2016 - 2020
Financial Advisor
Edward Jones
2011 - 2016
Intelligence Officer
US Navy
2011 - 2011
Summer Analyst
Grey Mountain Partners
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2020 - 2022
General Management
Harvard Business School
Master of Science (M.Sc.) with Merit
The London School of Economics and Political Science (LSE)
Public Policy
University of Minnesota
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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