David M. Ross, Managing Director, joined the firm in 2005. David is a Senior Portfolio Manager for the Fraenkel Group within the firm’s Private Asset Management division. Prior to joining the firm, he was a director within the Private Investment Management division at Prudential/Wachovia Securities. David began his career at E.F. Hutton & Co. as a vice president and portfolio manager. He earned a BA from the University of California at Santa Cruz and also participated in the MBA program at the University of San Francisco, McLaren College of Business.