Lincoln Ross

Chief Executive Officer at

CircleBlack, Inc.

Consumer Services

Technology Services

Finance

Profile

Lincoln Ross currently works at CircleBlack, Inc., as President & Chief Executive Officer from 2022.
Mr. Ross also formerly worked at FundQuest, Inc., as President & Chief Executive Officer from 1998 to 2005 and Envestnet, Inc., as Executive VP, Head-Product Management & Marketing.
Mr. Ross received his graduate degree from Boston University and undergraduate degree from the University of New Hampshire.

Lincoln Ross active positions

Companies	Position	Start
CircleBlack, Inc. CircleBlack, Inc. Information Technology ServicesTechnology Services Provides wealth management application services	Chief Executive Officer	2022-03-15

All active positions of Lincoln Ross

Former positions of Lincoln Ross

Companies	Position	End
FundQuest, Inc. FundQuest, Inc. Investment ManagersFinance FundQuest seeks to add value to clients' portfolios through active investment management. The firm strives to construct diversified portfolios of quality investments by utilizing a rigorous research process to balance return objectives and volatility considerations. Their ultimate goal is to help investors to realize their financial goals while minimizing risk. FundQuest provides institutional clients with discretionary portfolio management services. The firm constructs and manages portfolios that are customized to meet each clients needs. Their investment process in based on 4 steps: (1) asset allocation (2) tactical portfolio mix (3) security selection and (4) on-going portfolio monitoring. Portfolios are constructed to ensure each class of investor takes on an appropriate amount of risk. After setting the strategic allocation parameters, FundQuest creates a tactical portfolio mix. Within the equity and fixed-income asset classes, the firm includes several sub-asset classes and/or styles in the portfolio mix that include a variety of market-caps and valuations. The firm's security selection process includes a rigorous screening process to select and recommend best-of-breed money managers and mutual funds. FundQuest's investment committee meets regularly to review portfolio composition and performance, and to make investment change recommendations. FundQuest offers global managed account platforms that are customized to meet clients' unique needs. The firm's service and product solutions include: (1) Mutual Fund Advisory Programs (2) Unified Managed Accounts (3) Separate Account Programs (4) Active/Passive Portfolios (5) ETFs (6) Alternative Investments (6) Variable Annuities and (7) Offshore Funds.	Chief Executive Officer	2004-12-31
ENVESTNET, INC.	Corporate Officer/Principal	-

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Linked companies

Private companies	5
Boston University Boston University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
University of New Hampshire University of New Hampshire Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
FundQuest, Inc. FundQuest, Inc. Investment ManagersFinance FundQuest seeks to add value to clients' portfolios through active investment management. The firm strives to construct diversified portfolios of quality investments by utilizing a rigorous research process to balance return objectives and volatility considerations. Their ultimate goal is to help investors to realize their financial goals while minimizing risk. FundQuest provides institutional clients with discretionary portfolio management services. The firm constructs and manages portfolios that are customized to meet each clients needs. Their investment process in based on 4 steps: (1) asset allocation (2) tactical portfolio mix (3) security selection and (4) on-going portfolio monitoring. Portfolios are constructed to ensure each class of investor takes on an appropriate amount of risk. After setting the strategic allocation parameters, FundQuest creates a tactical portfolio mix. Within the equity and fixed-income asset classes, the firm includes several sub-asset classes and/or styles in the portfolio mix that include a variety of market-caps and valuations. The firm's security selection process includes a rigorous screening process to select and recommend best-of-breed money managers and mutual funds. FundQuest's investment committee meets regularly to review portfolio composition and performance, and to make investment change recommendations. FundQuest offers global managed account platforms that are customized to meet clients' unique needs. The firm's service and product solutions include: (1) Mutual Fund Advisory Programs (2) Unified Managed Accounts (3) Separate Account Programs (4) Active/Passive Portfolios (5) ETFs (6) Alternative Investments (6) Variable Annuities and (7) Offshore Funds.	Finance
Envestnet, Inc. Envestnet, Inc. Packaged SoftwareTechnology Services Develops wealth management platform	Technology Services
CircleBlack, Inc. CircleBlack, Inc. Information Technology ServicesTechnology Services Provides wealth management application services	Technology Services