Ross Causley

Ross Causley is a Trader at CW Advisors based in Millersville, MD, where he supports the daily trading of client portfolios and executes ETF block orders. Since joining CW Advisors in May 2021, Ross has worked closely with the investment team to implement trading strategies across a diverse range of asset classes, with a primary focus on exchange-traded funds (ETFs) and portfolio rebalancing for institutional and high-net-worth clients.

His career spans over 15 years in financial services, beginning as a Senior Asset Manager at Galecki Financial Management before advancing to trading roles at Pinnacle Advisory Group and CW Advisors. Throughout these positions, Ross has developed deep expertise in equity, fixed income, and ETF trading, and has contributed to process improvements in trade execution and operational efficiency within multi-asset portfolios.

Ross holds a bachelor’s degree in Business Administration from Indiana Institute of Technology, providing a strong foundation in finance and portfolio management. His commitment to precision and risk management has helped optimize trading functions at CW Advisors, and his significant contributions to multi-asset portfolio management are recognized within the investment advisory sector, particularly for ETF-focused strategies and block trading execution.