Ross Berman currently serves as Vice President of Advanced Planning at Fidelity Investments since November 2022. Previous experience includes roles as Senior Tax at Buchbinder Tunick & Company LLP, Financial Planner at Goldman Sachs Ayco Personal Financial Management, and Director of Wealth Strategist at UBS, where responsibilities encompassed tax planning, customized investment management, and coordination of complex financial needs for ultra-high net worth clients. Berman's earlier role as Senior Tax Associate at Rothstein Kass involved tax planning and compliance services. Academic credentials include a Master of Business Administration from City University of New York-Baruch College, a Bachelor's degree from Binghamton University, and a Juris Doctor from Brooklyn Law School.
This person is not in the org chart
This person is not in any teams
This person is not in any offices