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Alicia Ross

Alicia Ross

Client Analyst at Chickasaw Capital Management LLC

Memphis, TN , United States

About

Alicia Ross is a Client Analyst at Chickasaw Capital Management, LLC in Memphis, TN, where she is responsible for a broad range of operational functions including trade reconciliation and settlement, onboarding new accounts, and direct client support. Chickasaw Capital Management specializes in investment management focused primarily on master limited partnerships (MLPs) and midstream energy infrastructure assets, and Alicia's work is integral to the firm’s institutional, advisory, and high-net-worth client operations.

Prior to joining Chickasaw Capital in 2011, Alicia gained extensive experience as a Senior Performance Analyst with a Memphis-based investment consulting firm, where she specialized in performance reporting for institutional and high-net-worth portfolios. She also served as a Computer Specialist and SAP Business Analyst for the U.S. Navy’s Morale, Welfare, and Recreation branch, leading the global functional rollout of SAP modules.

Alicia holds a Bachelor of Science in Finance from Auburn University, providing her with a strong foundation in corporate finance and investment operations. Her expertise spans investment performance analytics, operations management, and complex systems integration within the asset management industry, with a particular focus on midstream energy and MLP investment sectors.

Career History

OrganizationRoleDate RangeDetails
Chickasaw Capital Management, LLCClient AnalystJan 2011 to Present
Assist in all aspects of advisors operational support.
Memphis-based Consulting FirmSenior Financial AnalystMay 2005 to Jan 2011
Performance reporting
US Navy MWRSAP SpecialistDec 2001 to May 2005
Implementation of SAP at various US Navy bases

Education

Auburn University

Bachelor of Science (BS), Finance

Skills & Expertise

Alternative Investments
PowerPoint
Moxy
Fixed Income
Advent
Portfolio Management
Investments
Bloomberg
Client Services
Zephyr
Asset Allocation
Wealth Management
Equities
Mutual Funds
MS Excel Pivot Tables
Microsoft Word
Risk Management
Microsoft Excel
Zephyr Style Advisor
Apx
Word
Omgeo Oasys
Securities
Hedge Funds
Investment Management
Financial Markets

Others at Chickasaw Capital Management LLC (13)

NameRoleLocation
Ed Kelly
Ed Kelly
Managing DirectorUnited States
G
Geoffrey Mavar
PrincipalMemphis, TN , United States
J
Jim Johnstone
Managing DirectorNorth Port, FL , United States
Steven Delarosa
Steven Delarosa
Managing DirectorPinehurst, NC , United States
Vickie Gardino
Vickie Gardino
Managing DirectorMemphis, TN , United States
Andrew Lapsley
Andrew Lapsley
Managing DirectorMemphis, TN , United States
C
Charles Jumet
Client Portfolio ManagerMemphis, TN , United States
H
Heather Ottinger
Client AnalystMemphis, TN , United States
Heather Rasch
Heather Rasch
Client AnalystMemphis, TN , United States
Luke Davis
Luke Davis
Senior Equity Research AnalystMemphis, TN , United States
Showing 1-10 of 13 team members

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