Ross DolgoffRoss DolgoffManaging DirectorWealth Advisor
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About Ross
Ross Dolgoff is a Managing Director and Wealth Advisor with J.P. Morgan Wealth Management.
As the founding member of The Dolgoff Group, he develops and implements comprehensive wealth and portfolio management plans for high-net-worth individuals, corporate executives, endowments, foundations and institutions. Ross' insight and discipline enable him to deliver exceptional service to help his clients meet their financial goals and objectives. He leverages J.P. Morgan's thought leadership, investment platform, and research to structure customized portfolio strategies for each client.
Ross' particular strength is his client-first approach, refined over more than 21 years in financial services, in which he prides himself on sitting on their side of the table. His discipline and care inspire his clients' ongoing loyalty. Recognizing that their primary goal is to retain the wealth they have amassed, Ross makes risk management his top priority.
Ross began his financial services career at Lehman Brothers, and joined a J.P. Morgan predecessor firm in 2005. His unwavering commitment to excellence on behalf of his clients is well documented.
Ross graduated from the United States Military Academy, West Point, NY, with a B.S. in Management, and was a Distinguished Military Graduate. After serving in the field artillery for five years and attaining the rank of Captain, Ross earned an M.B.A. cum laude from Babson College.
The son of a diplomat in the State Department, Ross was born in Pakistan, and has lived in Japan, Germany, and the Philippines. He now lives in Milton, MA, with his wife, Jill, and their three sons, Henry, Harrison, and Hayes. He enjoys playing golf, hiking and reading.
Insights
Digesting the Fed’s ‘pause’
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Weathering retirement and estate planning headwinds facing LGBTQ+ people
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100 days in – can markets still float higher?
May 24, 2023What the beginning of the year might tell investors about how we’ll finish 2023.Read NowDigesting the Fed’s ‘pause’
June 14, 2023The most aggressive rate tightening cycle in decades is now on hold, but are there more hikes coming than expected?Read NowEye on the Market: Letters to the Editor
June 13, 2023Mega-cap stocks and a robust performance in the articial intelligence sector has the market on a hot streak. Learn more here.Read NowMay jobs report: Labor market continues to be strong
June 4, 2023339,000 jobs were added in May, while unemployment ticked higher.Read NowThe opportunity in renewed U.S. industrial policy
June 4, 2023In the wake of globalization’s grim consequences, three new laws seek to reindustrialize the heartland.Read Now2023 Mid-year outlook: Key takeaways
June 1, 2023In our 2023 Mid-Year Outlook, we explore why the worst is likely over for investors, regardless of what looks to be an impending recession later this year. Learn more here.Read NowHelping your elderly and vulnerable loved ones avoid the scammers
June 1, 2023Elderly & Vulnerable People (EVP) are a prime target for cybercriminals and scammers. Have the conversation with them today.Read NowWeathering retirement and estate planning headwinds facing LGBTQ+ people
May 31, 2023How can LGBTQ+ individuals and couples navigate unique needs for successful retirement and estate plans?Read NowMaking dreams possible with David Li
May 30, 2023In honor of Asian American and Pacific Islander Heritage Month, we sat down with David to learn his story and what motivates him as a financial advisor.Read Now100 days in – can markets still float higher?
May 24, 2023What the beginning of the year might tell investors about how we’ll finish 2023.Read Now