Xavier Ross '22 accepted role as Financial Planning Associate for Ballentine Partners
Xavier Ross '22 accepted a role as a Financial Planning Associate on the High-Net-Worth team that caters to clients with $4 million or more in investment assets at Ballentine Partners, in Boston, Massachusetts. He supports senior wealth advisors with all facets of the financial planning process.
Before joining the firm, Ross attended Widener University, where he received a degree in Finance and Accounting with a focus on Financial Planning. During his time at Widener, he held an internship with Radnor Financial Advisors supporting their tax team with K-1 forms and other client needs. He was also involved on campus, holding multiple president positions within organizations such as the Black Student Union, Black Men United, and the Money Club, where he managed over 1 million dollars in a student-managed investment fund.