William Ross, CFA

Go-getter
DISC Type : d

Vice President, Corporate Development & Strategy at Focus Financial Partners

New York City Metropolitan Area, United States

Overview

William Ross is a finance professional serving as Vice President of Corporate Development & Strategy at Focus Financial Partners. He specializes in M&A and investment banking for the wealth management industry, with previous experience at Dynasty Financial Partners and Emigrant Partners. He holds an MA from the University of St Andrews and is a CFA charterholder.

His career began at Bank of America Private Bank, where he had discretion over nearly $1 billion in fixed-income assets for private clients.

Personality Overview

Decisive

Self-Confident

Challenger

They respond well to confident salespeople.  They can be nudged to make faster decisions by offering what they value. They don’t always try to control the conversation but neither do they like yielding it fully.

Topics They Care About

Wealth Management M&A
His entire career since 2018 has focused on M&A, capital strategies, and private equity investments within the RIA and wealth management space.
Investment Banking
He was an Assistant Vice President in Investment Banking at Dynasty Financial Partners, supporting a network of partners with over $91 billion in AUM.
Corporate Development
His current role at Focus Financial Partners involves shaping the company's strategic growth and development initiatives.

Media Appearances

William has no verified media appearances

Work History

3-2025
Vice President, Corporate Development & Strategy at Focus Financial Partners
1-2023 - 3-2025
Assistant Vice President, Investment Banking at Dynasty Financial Partners
12-2020 - 1-2023
Senior Associate, Investment Banking at Dynasty Financial Partners
3-2019 - 6-2020
Associate, M&A and Business Development at Emigrant Partners
10-2016 - 2-2019
Portfolio Management Associate at Bank of America Private Bank

Education

2011 - 2016
MA (HONS) from University of St Andrews
2007 - 2011
Education details unavailable from The Lawrenceville School

More Information

Social Presence :

Prographics :

Exp : 9 Location : New York City Metropolitan Area, United States Job Level : Senior Designation : Vice President, Corporate Development & Strategy at Focus Financial Partners
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Insights For Selling To William

During A Call Or A Meeting

DO's

  • Highlight the competitive differentiation of your product
  • Make sure that they have the necessary authority, they could present false stature sometimes
  • Refer to testimonials from others in similar positions

DONT's

  • Don’t try to be an alpha salesperson, give them equal space
  • Don't try too hard to get friendly, let it happen with time
  • Avoid repeating yourself or making generalizations

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with William is

  • Conviction in the product matters to them, followed by proof points and strong testimonials.
  • Will you ever get a clear answer from William

  • They may not be very forthcoming, but they will say no if needed.

Insights For Deal Planning

    How fast (or slow) will William move?

  • They are neither the fastest decision makers nor the slowest.
  • Can William take some risk or not?

  • They can take risks but after weighing up the pros and cons.

You And William

Personality Compatibility


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