Lincoln Ross

Chief Executive Officer at CircleBlack, Inc.

Technology Services

Consumer Services

Finance

Profile

Lincoln Ross is currently the President, Chief Executive Officer & Director at CircleBlack, Inc. He previously worked as the President & Chief Executive Officer at FundQuest, Inc. from 1998 to 2005.
He also held the position of Executive VP, Head-Product Management & Marketing at Envestnet, Inc. Mr. Ross has a graduate degree from Boston University and an undergraduate degree from the University of New Hampshire.

Lincoln Ross active positions

Companies	Position	Start
CircleBlack, Inc. CircleBlack, Inc. Information Technology ServicesTechnology Services CircleBlack, Inc. develops a wealth management platform. Its technology helps in financial advisory services. The company was founded by John Michel in 2014 and is headquartered in Jersey City, NJ.	Chief Executive Officer	15/03/2022

All active positions of Lincoln Ross

Former positions of Lincoln Ross

Companies	Position	End
FundQuest, Inc. FundQuest, Inc. Investment ManagersFinance Founded in 1993, FundQuest, Inc. is a registered Investment advisor headquartered in Boston. The firm is a subsidiary of BNP Paribas SA. They are a global provider of web-delivered wealth management services for financial institutions including Registered Investment Advisors, broker/dealers, banks, insurance companies, wealth management companies and trust companies. FundQuest provides connectivity to all major custodians and clearing firms and builds connectivity to institutions' existing self-clearing and trust accounting operations	Chief Executive Officer	31/12/2004
ENVESTNET, INC.	Corporate Officer/Principal	-

See the detail of Lincoln Ross's experience

Training of Lincoln Ross

University of New Hampshire	Undergraduate Degree
Boston University	Graduate Degree

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

See the detail of Lincoln Ross's experience

Connections

1st degree connections

1st degree companies

Male

Female

Members of the board

Executives

See the personal network

Linked companies

Listed companies	1
ENVESTNET, INC.	Technology Services

Private companies	2
FundQuest, Inc. FundQuest, Inc. Investment ManagersFinance Founded in 1993, FundQuest, Inc. is a registered Investment advisor headquartered in Boston. The firm is a subsidiary of BNP Paribas SA. They are a global provider of web-delivered wealth management services for financial institutions including Registered Investment Advisors, broker/dealers, banks, insurance companies, wealth management companies and trust companies. FundQuest provides connectivity to all major custodians and clearing firms and builds connectivity to institutions' existing self-clearing and trust accounting operations	Finance
CircleBlack, Inc. CircleBlack, Inc. Information Technology ServicesTechnology Services CircleBlack, Inc. develops a wealth management platform. Its technology helps in financial advisory services. The company was founded by John Michel in 2014 and is headquartered in Jersey City, NJ.	Technology Services