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Kristen Ross, QPFC, CAIA, Series 7, Series 63

RIA Senior Consultant

Years in


Kristen Ross is Vice President and Senior Consultant of OppenheimerFunds' Registered Investment Advisor Team covering the Southeast region. Prior to joining the RIA team, she served as a Director with OppenheimerFunds' Private Client Group covering the Southeast, Central and Western states. She was a dedicated Relationship Manager for private banks, trust banks, and family offices.

Kristen joined OppenheimerFunds in 2013 as a Regional Advisor Consultant with the Firm’s Retail Broker/Dealer Team, where she served financial advisors in the Mid-Atlantic region. Before joining OppenheimerFunds, Kristen worked at the RIA Sentinel Benefits & Financial Group in an advisor role. She graduated from the University of Rhode Island with a B.A. in Finance, and holds a CAIA designation, QPFC designation, and Series 7 and 63 licenses.


  • B.A. University of Rhode Island
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