Ross Alan Monten

About Ross Alan Monten

I help people invest their hard-earned money with the goal of enabling you and your family to lead a happier, more productive, and fulfilling life.Recognized by Forbes as a Top Next-Gen Best-in-State Wealth Advisor and honored with the Pacesetters Award in both 2021 and 2022, I focus on delivering thoughtful investment strategies across Large-Cap Equity, Private Credit, Private Real Estate, and Private Equity.Originally from Minnesota, I survived childhood cancer and later served our country as a Naval Intelligence Officer. I am an alumnus of Harvard Business School, the London School of Economics, and the University of Minnesota.Please feel free to call my office and introduce yourself—I am always happy to welcome new clients.[Source: Forbes (Awarded August 2025). Data compiled by SHOOK Research based on time period from Mar 2024-Mar 2025.

Experience

1. Senior Vice President, Senior Portfolio Manager

   Morgan Stanley

   Jan 2026 — Present

   I help families invest their hard earned money. I am one of two Senior Partners of a Wealth Management Team that manages $1.25 Billion. We strive to reduce uncertainty and deliver exceptional service to our clients. In 2025, I was named a Forbes Next-Gen Best In State Advisor and our Team, The Buena Vista Group, was named as a Forbes Best In State Team in California in 2026.In my spare time, I enjoy golf, hiking, cycling, and exploring the Bay Area. As a cancer survivor and military veteran, I have served on various Board\'s that support those causes.https://advisor.morganstanley.com/ross.montenNMLS#: 20•••38\"© 2025 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via social network messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service. The information or content made available on this profile does not provide individually tailored investment advice and is not an offer to buy or sell any security or to participate in any investment strategy. MSSB Financial Advisors may only transact business, follow-up with individualized responses, or render personalized investment advice for compensation, in states where they are registered or excluded or exempted from registration. Designations and/or awards are not indicative of a Financial Advisor\'s past or future performance. No fee is paid in exchange for any award. For important information about any registrations, designation(s) and/or the ranking methodology for any award[s] listed, please see https://advisor.morganstanley.com/ross.monten. The information or content is for US residents only and subject to the following disclosures: 20•••38

Education

• University of Minnesota

  Public Policy, National Security & Economics

• The London School of Economics and Political Science (LSE)

  Master of Science (M.Sc.) with Merit

• Harvard Business School

  General Management

  2020 — 2022