Episode Details

Michael Ross spent 34 years with one of the largest banks on Wall Street and then became an independent Financial Advisor in 2021. He is the author of the Amazon Best Seller: The False Hope of Global Diversification: Confessions of a Portfolio Management Maverick, as well as multiple Webinars and talks around portfolio management and financial advice. He co-founded the Academy of Certified Portfolio Managers and was instrumental in the creation of the Certified Portfolio Manager certification. He is a graduate of the United States Air Force Academy and has multiple other educational credentials.

Learn more:
https://mylatticewealth.com/ or https://justbuildwealth.co/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-michael-ross-financial-advisor-with-lattice-wealth-management-group