William Ross, CFA in

William Ross, CFA

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Vice President, Corporate Development & Strategy at Focus Financial Partners
📍 New York City Metropolitan Area, United States

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.

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Experience
9 Years
Current Role
Vice President, Corporate Development & Strategy
Job Level
Senior
Location
New York City Metropolitan Area, United States
Personality Overview

How William 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 William cares 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.
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Career

Work history

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

Media appearances

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