Chuck Ross is Vice President and Segment Leader, FCC Investment Compliance Solutions & Compliance Program Management in Wolters Kluwer’s Financial & Corporate Compliance division. He has more than two decades' experience within the financial services industry.
In this role, he oversees the GainsKeeper®, Capital Changes, and OneSumX offerings, where he leads a team of deep subject matter experts who develop content and technology to help blue-chip brokerages and fund investment firms meet rigorous tax reporting requirements, as well as help leading financial institutions and insurers stay on top of rapidly changing, often complex regulations.
Ross previously held senior leadership roles with Morgan Stanley and was a consultant at Monitor Co., an international consulting firm addressing strategic issues facing senior management of Fortune 500 companies.
Ross is a CFA charter holder who holds an MBA from the Wharton School of the University of Pennsylvania and a bachelor’s degree from Bowdoin College.
In this role, he oversees the GainsKeeper®, Capital Changes, and OneSumX offerings, where he leads a team of deep subject matter experts who develop content and technology to help blue-chip brokerages and fund investment firms meet rigorous tax reporting requirements, as well as help leading financial institutions and insurers stay on top of rapidly changing, often complex regulations.
Ross previously held senior leadership roles with Morgan Stanley and was a consultant at Monitor Co., an international consulting firm addressing strategic issues facing senior management of Fortune 500 companies.
Ross is a CFA charter holder who holds an MBA from the Wharton School of the University of Pennsylvania and a bachelor’s degree from Bowdoin College.