Ross Clary

Former Principal, Senior Investment Advisory Consultant at Shepherd Kaplan LLC

Ross Clary

Ross Clary

Former Principal, Senior Investment Advisory Consultant at Shepherd Kaplan LLC

Biography

Ross is a Principal of the firm, with responsibilities in both the Institutional and Private Wealth Management practices. Based in Houston, Texas, Ross leads the firm’s efforts in the Southwest United States.

Prior to joining Shepherd Kaplan, Ross served as a senior consultant at RBC Wealth Management, where he was one of two senior consultants within the Institutional Consulting Group overseeing $1 billion in plan sponsor assets.

Ross has over 15 years of experience consulting to defined benefit and defined contribution plans, endowments and foundations in the areas of portfolio strategy, design, implementation and support. He also serves on the firm's Investment Committee.

Ross holds the Qualified Plan Financial Consultant (QPFC), Plan Sponsor Retirement Professional (PRP) designations. He holds a Bachelor of Science from Texas A&M University.

Overview
RelSci Relationships

397

Primary Location

Houston, TX, United States

Number of Boards

1

Number of Awards

2

Contact Data
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Relationships
RelSci Relationships are individuals Ross Clary likely has professional access to. A relationship does not necessarily indicate a personal connection.

Co-Founder at Shepherd Kaplan LLC

Relationship likelihood: Strong

Chairman at Shepherd Kaplan LLC

Relationship likelihood: Strong

Co-Founder at Shepherd Kaplan LLC

Relationship likelihood: Strong

Co-Founder at Shepherd Kaplan LLC

Relationship likelihood: Strong

Partner at Shepherd Kaplan LLC

Relationship likelihood: Strong

Partner at Shepherd Kaplan LLC

Relationship likelihood: Strong

Chief Investment Officer & Managing Director-Research at Shepherd Kaplan LLC

Relationship likelihood: Strong

Principal, Senior Investment Advisory Consultant & Director of Planning at Shepherd Kaplan LLC

Relationship likelihood: Strong

Senior Advisor at Shepherd Kaplan LLC

Relationship likelihood: Strong

Principal, Senior Investment Advisory Consultant at Shepherd Kaplan LLC

Relationship likelihood: Strong

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Ross Clary
Former Principal, Senior Investment Advisory Consultant at Shepherd Kaplan LLC
Education
Bachelor of Science

Texas A&M University (A&M or TAMU) is a coeducational public research university located in College Station, Texas, United States. It is the flagship institution of the Texas A&M University System, the fourth-largest university in the United States and the largest university in Texas.Texas A&M's designation as a land, sea, and space grant institution reflects a broad range of research with ongoing projects funded by agencies such as the National Aeronautics and Space Administration (NASA), the National Institutes of Health, the National Science Foundation, and the Office of Naval Research. The school ranks in the top 20 American research institutes in terms of funding and has made notable contributions to such fields as animal cloning and petroleum engineering.

Career History
Principal, Senior Investment Advisory Consultant
Prior - 2015

Our role is to provide the necessary tools, process and relationship for our clients, so that they can comfortably and confidently address the needs of their institution or family. We consult to and provide investment management, fiduciary compliance and educational resources for institutional and private investors, trusts and foundations.

Senior Consultant, Institutional Consulting Group
Prior

At RBC Wealth Management, we are dedicated to putting the needs of our clients first. We provide a full suite of private banking, investment, trust and other wealth management solutions to affluent, high-net-worth and ultra-high-net-worth clients around the world. We also provide asset management products and services directly and through RBC and third-party distributors to institutional and individual clients, through our RBC Global Asset Management business (which includes BlueBay Asset Management). With integrity, strength and stability built over 100 years, we are committed to putting your needs first. Governed by our values and our responsibility as guardians of our clients’ wealth, our 11,000 employees in over 20 countries build long-term trusted relationships, offering the breadth of our global reach, our deep capabilities and an integrated team of professionals to bring the best possible solutions to our clients. Operating under the master brand of RBC*, our parent company Royal Bank of Canada is Canada’s largest bank and among the Top 10 largest banks globally. Chartered as a bank in 1869, RBC is distinguished by a long heritage of financial strength, integrity and unwavering dedication to clients. It is our commitment to integrity, combined with the stability of our Canadian heritage and our global expertise, that has made us one of the world’s top 10 wealth managers**. With this approach, we have helped countless clients and their families realize the life they’ve envisioned.

Boards & Committees
Member, Investment Committee
Current

Our role is to provide the necessary tools, process and relationship for our clients, so that they can comfortably and confidently address the needs of their institution or family. We consult to and provide investment management, fiduciary compliance and educational resources for institutional and private investors, trusts and foundations.

Awards & Honors
Qualified Plan Financial Consultant (QPFC)
PLANSPONSOR Retirement Professional
Other Affiliations
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