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

James provides comprehensive investment advisory support to institutional clients, including community foundations, private foundations, and not-for-profit health systems. As an Accredited Investment Fiduciary® (AIF®), he specializes in helping organizations achieve strong, long-term outcomes through exceptional client service, outsourced chief investment officer (OCIO) consulting, and customized investment strategies designed to align portfolios with mission and governance objectives. His approach is grounded in a deep commitment to fiduciary excellence and a disciplined focus on crafting tailored solutions that address each client’s unique needs.

Prior to joining the firm, James served as the Managing Director of the Institutional Division of a national OCIO firm.

James earned a Bachelor of Arts in economics and history from Denison University.

Outside of work, James enjoys surfing, hiking, and outdoor adventure travel with his wife and son, and he has a passion for cooking and baking.