Ross joined BV Capital in 2023 as Vice President of Sales and is responsible for the distribution and marketing of Bridgeview’s DST, OZ Funds and private placement offerings.
Ross has been active in the investment and financial planning industry since 1993, most recently, as Senior Vice President of Sales & Operations at Megatel Capital Investment, the capital raising division of Megatel Homes in Dallas, TX, where he was responsible for the eight-person sales team and all fund investor operations. Prior, Ross served as the Director of Client Relations at Capview Partners in Dallas, TX, responsible for overseeing the Capview Exchange, LLC development & sales process for investors in need of a section 1031 exchange.
Ross joined the alternatives industry while serving at Behringer Harvard/Provasi Capital Partners in Addison, TX. In his role as product specialist, he represented a platform of diversified investment strategies to financial advisors supporting National Accounts, Sales and Marketing. He initially joined the company as the internal sales manager, supervising a team of business development consultants across a 15-territory distribution platform, managing the sales process in this capacity.
Ross worked for 17 years at AIM/Invesco Distributors, Inc. in Houston, TX, in ever-increasing capacities, where he supervised teams of up to 23 internal wholesalers in building relationships with financial advisors in the wirehouse and bank channels after serving as the Regional Vice President based in Seattle, WA and covering a three-state territory in the Pacific Northwest, working with advisors in the Independent Broker/Dealer Channel.
Ross holds a BBA in Accounting and Information Systems from Baylor University in Waco, TX, and currently resides in Plano, TX, with his wife and son. Ross holds Series 7, 24, 63, and 66 licenses.