James Ross is an institutional financial advisor based in Ferdinanda Beach, FL.

James joined CAPTRUST in 2025 and provides investment support to a diverse range of clients, including endowments, community foundations, not-for-profit hospital systems, corporate funds, and family offices.

James is an Accredited Investment Fiduciary® (AIF®) and specializes in delivering excellent client outcomes through exceptional service, outsourced chief investment officer (OCIO) consulting, and custom investment strategies. His dedication to his clients is reflected in his focused approach to crafting tailored solutions that meet their needs.

Prior to joining the firm, James was a managing director in the institutional division of Mason Investment Advisory Services, Inc. He graduated from Denison University with a Bachelor of Arts in economics and history.

In his free time, James enjoys surfing, hiking, and embarking on outdoor adventure travels with his wife and son. He is also passionate about cooking and is known for his baking.