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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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Chickasaw Capital Management, LLC | Client Analyst | Jan 2011 to Present | Assist in all aspects of advisors operational support. |
| Memphis-based Consulting Firm | Senior Financial Analyst | May 2005 to Jan 2011 | Performance reporting |
| US Navy MWR | SAP Specialist | Dec 2001 to May 2005 | Implementation of SAP at various US Navy bases |
Education
Auburn University
Bachelor of Science (BS), Finance
Skills & Expertise
Others at Chickasaw Capital Management LLC (13)
| Name | Role | Location |
|---|---|---|
| Managing Director | United States | |
G Geoffrey Mavar | Principal | Memphis, TN , United States |
J Jim Johnstone | Managing Director | North Port, FL , United States |
| Managing Director | Pinehurst, NC , United States | |
| Managing Director | Memphis, TN , United States | |
| Managing Director | Memphis, TN , United States | |
C Charles Jumet | Client Portfolio Manager | Memphis, TN , United States |
H Heather Ottinger | Client Analyst | Memphis, TN , United States |
| Client Analyst | Memphis, TN , United States | |
| Senior Equity Research Analyst | Memphis, TN , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
| Portfolio Manager | Delta Asset Management Llc/tn | Memphis, TN , United States | |
| Partner | Green Square Capital Advisors LLC | Memphis, TN , United States |