mylatticewealth mike ross bio

Michael Ross

Certified Private Wealth Advisor. Certified Portfolio Manager. Executive Vice President.

Prior to founding Lattice Wealth Management, Inc. Michael Ross spent almost 35 years at Morgan Stanley. He has always taken a disciplined approach to investing and managing client relationships. Lattice works with individuals, families, businesses, and non-profit organizations. In 1997, Michael joined Morgan Stanley’s Portfolio Management Program, and in 1999, he earned his Certified Investment Management Analyst® designation from the Wharton School of Business.

Two years later, Citigroup Trust Company tapped him for the role of Fiduciary Portfolio Manager. He co-founded the Portfolio Management Institute (PMI), of which he is a past president, and is also co-founder and past president of the Academy of Certified Portfolio Managers. He works extensively on portfolio management topics in collaboration with Columbia University.

Michael earned a seat on the Morgan Stanley Wealth Management President’s Council and was awarded the 2009 Bill Eager Award as Portfolio Manager of the Year from PMI, recognizing his dedication and commitment to his clients and passion for the markets. In 2015, Michael was promoted to Executive Director in the firm’s Wealth Management office in San Jose, California.

He is a Certified Portfolio Manager®, a Certified Private Wealth Advisor®, and a member of the Academy of Certified Portfolio Managers. Michael also serves on the Board of the United States Air Force Academy Endowment. He holds a Bachelor of Science Degree from the U.S. Air Force Academy in Colorado Springs, Colorado, and a Master of Arts Degree from State University of New York.

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