Ross Lehman, CFP
Assistant Investment Officer
As a member of Stepp & Rothwell’s Investment Committee, Ross delivers sophisticated analysis that helps drive informed strategies and recommendations. He supports behind-the-scenes administration of client investments and the tools that facilitate them. Ross also provides direct financial-planning counsel to select clients and technical insight to each of our client teams.
He joined Stepp & Rothwell in 2018 after receiving his Master’s in Economics from the University of Notre Dame. There, he studied econometric data analysis and theoretical modeling of risk aversion and market returns. Ross has special interest in economics of the family and health economics.