Vice President and Managing Director, Knowledge Partnership, Investment Manager Services
Areas of expertise
- Market trends affecting the traditional and alternative investments marketplace
- The role and effect of institutional investors on alternative investments and structures
- Challenges facing administrators and service providers
- The SEI Knowledge Partnership
Ross Ellis is responsible for leading the divisionís thought leadership program, the SEI Knowledge Partnership, which analyzes, develops, and communicates SEIís perspective and insights on market trends affecting the traditional and alternative investments industry at large. Ross also oversees a team that is responsible for all marketing and sales support activities designed to promote SEIís comprehensive offering, increase brand awareness, and position it as one of the leaders in global investment operations outsourcing.
Ross has worked at SEI for over 10 years in a variety of roles, including as the Managing Director of the Global Fund Services Product Group, in which he was responsible for the development and delivery of solutions focused on the areas of portfolio management and reporting, and business/enterprise support. In addition, he was the Vice President of Strategic Product Development and Marketing in which he focused on the strategy, marketing, and distribution for alternative investment products, emphasizing those products and services that foster asset growth.
Ross was also the Director of Marketing at Everest Capital, a multi-asset class, multi-billion dollar hedge fund, where he was responsible for institutionalizing the marketing function, increasing the level of data transparency, and improving the quality of investor reporting overall. Ross was a Vice President at Nicholas-Applegate Capital Management in charge of product development and marketing for the firm's offshore and hedge fund products, and was the Vice President of Offshore Funds at Bank of America Funds Management, where he was responsible for the product development and marketing of the Bank's proprietary offshore fund family.
Ross received his Bachelor of Science in managerial economics from the University of California, Davis. He also earned his Master of Business Administration in finance and real estate from the University of California, Berkeley.