Pamela Ross

Investment Advisor Assistant, Operations Manager

Originally from British Columbia, Pamela moved to the Walnut Creek area in order to complete her undergraduate studies. She attended UC Davis where she earned a double major in International Relations and French in 2013.

Before joining the investment advisory team in Walnut Creek, she worked with governmental and non-governmental bodies to raise awareness of humanitarian needs via legislative and educational initiatives. She used her organizational skills to establish a US-based foundation for a European philanthropic coalition. Her desire to serve others remains steadfast in her new roles as Investment Advisory Assistant and Operations Manager. Her primary responsibility is to assist clients with all account servicing requests, while also integrating new technology and processes to administration, compliance and Walnut Creek office operations.

When Pamela is not at work, she enjoys being in the great outdoors, rigorously training for and competing in long-distance trail running events and relaxing over a cup of tea.

Responsibilities
  • Client Operations Guru
  • Investment Advisory Assistant
  • Administration
  • Compliance
  • Head of Walnut Creek Office Operations
Professional and Outside Interests

Volunteer

  • Anti-Human Trafficking and Humanities Projects
  • Commission on the Status of Women (United Nations)

Outdoor Junkie

  • Long-Distance Trail Racing (21K – 50K)
  • Triathlons
  • Backpacking
  • and all sports in-between
Contact Pamela

Call 925.287.8527 or email [email protected] to schedule a meeting at our Walnut Creek office.

 

Recent Writing by Pamela

 

Elder Financial Abuse: 5 Ways to Protect Yourself

You or a loved one are at risk of a multi-billion dollar scamming system commonly known as "Elder Financial Abuse" ...
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4 Easy Steps To Protect Yourself From Financial Cyberfraud

A while ago, our Walnut Creek investment office received an email from a client who wanted to know their account ...
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View all posts by Pamela Ross