Ross Willmann, CFA

I steer all investment-related decisions, portfolio construction, trading, and rebalancing, and I’m driven by the opportunity to bring institutional-quality investment strategies and decision-making to the individuals and foundations that we serve. I see financial services and the investment career as a complex puzzle. When all the pieces come together for a client and their portfolio, it can guide them with confidence toward achieving their financial goals. Solving these challenges and simplifying the complexity for clients is incredibly gratifying.

With 16+ years of pure investment experience leading portfolios within the Teacher Retirement System of Texas, the Texas A&M Foundation and Memorial Hermann Health System, we have differentiated expertise garnered from some of the largest and most respected endowments, foundations, and pensions in the U.S. I’ve handled large institutional portfolios with well-defined processes, decision-making, portfolio construction, and strategy. With unique expertise in private market investments, we expand the capacity to offer a specialized investment philosophy to our clients, one that’s typically reserved for only the largest portfolios. Access to private market investment strategies can be a game-changer, and I believe this experience and philosophy provide a significant advantage for our clients. Additionally, as a Chartered Financial Analyst® (CFA®) Charterholder, I have earned the world’s most prestigious and demanding designation in investment management. 

I’m proud of my hometown in the Texas Hill Country called Llano, where ranching and hunting were a big part of my life. I’ve been married for 14 years, and I am blessed with two young daughters. Outside of work, I’m an Awana leader, a role I cherish, hosted through Grace Bible Church.