Ross Cullen
Charity investment management
Areas of expertise
Investment management, multi-asset portfolios, traditional & sustainable investing.
Experience
Ross has over 19 years’ experience in the investment industry, he joined Tilney as an Investment Manager in 2014, having previously worked at Barclays Wealth during the preceding 11 years.
Notable client work and achievements
Ross is an Associate Director based in the Glasgow office, he looks after clients all over Scotland and is the lead Investment Manager for Tilney in Shetland.
Ross has a good understanding of alternative assets, as well as more traditional investments, and manages portfolios that include sustainable objectives.
Ross actively develops good, long-standing relationships with his clients and manages investment portfolios for private individuals, families, pensions, trusts & charities, to meet their objectives throughout their lives.
Professional qualifications and memberships
Ross attained the Chartered Wealth Manager designation in 2013 and is a Chartered Fellow of the Securities & Investment Institute (CISI) and holds the Investment Management Certificate from the Chartered Financial Analyst Society of the UK (CFA UK).