Eva Ross

Client Relations
Paraplanner

Eva has worked for more than a decade at some of New York City’s biggest and most cutting-edge corporations. From the executive offices of Time Warner to the boutique online video platform, Vimeo, she has honed her skills in logistics, event planning, Human Resources and employee relations in a diverse array of traditional corporate and startup office cultures.

All this experience has taught Eva the importance of personal relationships and ethical standards in dealing with colleagues and clients. Her skills in organization and planning are well matched by her enthusiasm and desire to help people. Eva recently completed her Certified Financial Planner (CFP) curriculum at Boston Institute of Finance and is a candidate for her certification.

A New York native, Eva earned her B.A. in Psychology at Boston University, then spent several years in Hawaii working in tourism and hospitality. It goes without saying that she still brings that same sunny demeanor to her work here in the Hudson Valley, where she enjoys as much time outside as possible with her husband and two daughters.