Ross Clary

Experience

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  RBC Dain Rauscher

  Jan 2000 - Jan 2001

  Financial Consultant
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  RBC

  Jan 2001 - Jan 2008

  Vice President, QPFC

  Ross served as a Senior Consultant at RBC Wealth Management where he was one of two senior consultants within the Institutional Consulting Group overseeing $1 billion in plan sponsor assets. His expertise includes institutional investment consulting for defined benefit, defined contribution plan, endowments and foundations. Ross was a member of RBC's Institutional Advisory Board and actively involved in numerous industry associations.

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  Shepherd Kaplan LLC

  Dec 2008 - Oct 2015

  Principal, QPFC

  Ross was responsible for client development and service in the practices areas of defined benefit, defined contribution, foundation, family office, and ultra high net worth. Upon departure, Ross' efforts represented approximately $3B of the firm's $9B in AUM.Areas of Expertise Include:- Client Development- Investment Consulting (asset allocation, search, selection, monitoring)- Investment Research (long-only, hedge fund, hedge fund of fund, real estate, real assets, and private equity)- Custody and Recordkeeping Show less

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  Fence Line Capital

  Feb 2016 - now

  Founder & Principal

  Fence Line Capital is a placement agent founded in 2016 to facilitate capital raising for alternative and direct investments. Our value affords managers or owners the flexibility of effectively outsourcing their funding, business development, and client service efforts.Registered Representative of 16 Points LLC, a member of FINRA and SIPC.

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  Agilis

  Sept 2017 - Aug 2020

  Senior Advisor
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  Fannin

  Jun 2019 - now

  VP, Investor Relations - Direct Investment Platform

  Develop and manage the FanninDirect investor network. I focus on the capital needs of Fannin portfolio companies, as well as on companies that Fannin may take a participatory role in developing.