![Ross Ramsey](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Mr. Andrew R.
Ramsey is a Founding Partner at Lumature Wealth Partners LLC.
He serves high-net-worth clients throughout the United States, helping them meet their comprehensive financial advisory needs.
His areas of expertise include preparing clients for the financial independence they desire, retirement income creation, investment allocation, insurance analysis and philanthropic giving.
Mr. Ramsey was a vice president for Goldman Sachs, a managing director for United Capital Financial Advisers and previously affiliated with Professional Planning Associates.
He is a graduate of the University of Mary Washington and he holds a graduate degree from Georgia State University.
Postes actifs de Ross Ramsey
| Sociétés | Poste | Début |
|---|---|---|
Lumature Wealth Partners LLC
 Lumature Wealth Partners LLC Investment ManagersFinance LWP implements investment strategies that suit each client's specific risk tolerance level. The LWP team's process incorporates the specifics of each client's situation to include age, experience, time frame, current financial situation and taxes (among others) to ascertain one's overall investment allocation. The firm uses publicly traded stocks and bonds along with ETFs, mutual funds, alternative investments, non-publicly traded alternatives, structured products and separately managed accounts to achieve the allocation driven by the client's financial plan. | Fondateur | 01/06/2020 |
Anciens postes connus de Ross Ramsey
| Sociétés | Poste | Fin |
|---|---|---|
United Capital Financial Advisors LLC
 United Capital Financial Advisors LLC Investment ManagersFinance United Capital provides investment management services to their clients using a variety of asset classes and investment vehicles. The firm’s Independent Advisory Representatives (IARs) work with clients to determine an appropriate asset allocation based on the client's risk tolerance, investment objectives, and investment attribute preferences. Their investment process begins with a global macroeconomic view, which drives their broader asset allocation decisions. The United Capital Investment Committee is responsible for overall supervision of client assets under United Capital’s management, including determining which Portfolio Managers to use. | Corporate Officer/Principal | 01/06/2020 |
United Capital Financial Advisors LLC
United Capital Financial Advisors LLC Investment ManagersFinance United Capital provides investment management services to their clients using a variety of asset classes and investment vehicles. The firm’s Independent Advisory Representatives (IARs) work with clients to determine an appropriate asset allocation based on the client's risk tolerance, investment objectives, and investment attribute preferences. Their investment process begins with a global macroeconomic view, which drives their broader asset allocation decisions. The United Capital Investment Committee is responsible for overall supervision of client assets under United Capital’s management, including determining which Portfolio Managers to use. | Corporate Officer/Principal | - |
Formation de Ross Ramsey
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
39
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
United Capital Financial Advisors LLC
United Capital Financial Advisors LLC Investment ManagersFinance United Capital provides investment management services to their clients using a variety of asset classes and investment vehicles. The firm’s Independent Advisory Representatives (IARs) work with clients to determine an appropriate asset allocation based on the client's risk tolerance, investment objectives, and investment attribute preferences. Their investment process begins with a global macroeconomic view, which drives their broader asset allocation decisions. The United Capital Investment Committee is responsible for overall supervision of client assets under United Capital’s management, including determining which Portfolio Managers to use. | Finance |
Georgia State University
 Georgia State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Mary Washington
 University of Mary Washington Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Lumature Wealth Partners LLC
Lumature Wealth Partners LLC Investment ManagersFinance LWP implements investment strategies that suit each client's specific risk tolerance level. The LWP team's process incorporates the specifics of each client's situation to include age, experience, time frame, current financial situation and taxes (among others) to ascertain one's overall investment allocation. The firm uses publicly traded stocks and bonds along with ETFs, mutual funds, alternative investments, non-publicly traded alternatives, structured products and separately managed accounts to achieve the allocation driven by the client's financial plan. | Finance |
