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.

Arnell Land
Senior Vice President

Arnell has been working with Michael Ross for over 20 years. However, her financial services experience began well before that, starting her career at Merrill Lynch in 1981. As a Senior Vice President, Arnell is responsible for managed account trading for Lattice’s positions, as well as managing investments for a dozen partners involving hundreds of accounts and hundreds of millions of dollars in assets. In this role, she is responsible for ensuring the accuracy of trades that sometimes number in the dozens per day. This includes common stock, as well as government, corporate, and municipal bonds. Additionally, Arnell is responsible for all administration and client services for Michael’s many clients. On any given day, this may include handling authorizations for money disbursement, account transfers, account adoptions, and overall client service.

Karena Chan
Vice President

Karena’s roots at Lattice Wealth Management sprouted as an intern where she developed some proprietary approaches to analyzing many individually managed accounts, working to standardize performance while being tax sensitive. Through her resourcefulness, we handled hundreds and hundreds of accounts with sizes ranging from $50,000 to $15 million all with very consistent makeup and performance.

Proving her resourcefulness, she shifted to a more client facing role with the needs of the organization dictated such a shift. Karena is back to portfolio analysis, again developing systems and reviewing accounts to ensure we have a consistent performance profile throughout many sizes and types of accounts.

Chief Technology Officer

Brady Helkenn

Chief Financial Officer

Nikole Mackenzie

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