Sylvia Xu Ross

Current Employers

Employment History

• 01/2021 → Present
  Invesco
  Seattle, WA
• 07/2016 → 01/2021
  Prudential
  Newark, NJ

Other Businesses

(1) CFA Society of Seattle; not investment-related; PO Box 2211 Renton WA 98059; CFA Society Seattle promotes the highest ethical standards and professional excellence within the local investment community. CFA Society Seattle is an association of local investment professionals, consisting of portfolio managers, security analysts, investment advisors and other financial practitioners, serving CFA charterholders and CFA Program candidates locally since 1974; Co-Treasurer, Board of Directors; Start Date 07/2026; 4 to 5 hours per month devoted to the other business; 0 hours per month devoted to the other business during securities trading hours; The Society Treasurer is responsible for managing the financial affairs of the society, and as such is a key member of the society’s board. This includes, but is not limited to: bank account administration, investment reserves management, oversight of cash inflows and outflows, accurate and complete financial records retention, budget preparation, and financial statement and tax return preparation. The overall objective of the Society Treasurer is to maintain the safety and security of the society’s assets, to disburse funds as authorized, and to appropriately account and report on these transactions. (2) Lakeside Alum Board; not investment-related; 14050 1st Ave. NE Seattle, WA 98125; The Lakeside/St. Nicholas Alum Board works to assist Lakeside School in creating and maintaining a vibrant and engaged greater Lakeside alum community. Its volunteer membership meets monthly throughout the school year to explore ways for alums to stay connected to one another and to Lakeside; Alum board member; Start Date 09/2026; 2 hours per month devoted to the other business; 0 hours per month devoted to the other business during securities trading hours; The Lakeside/St. Nicholas Alum Board works to assist Lakeside School in creating and maintaining a vibrant and engaged greater Lakeside alum community. Its volunteer membership meets monthly throughout the school year to explore ways for alums to stay connected to one another and to Lakeside. Alum board members regularly engage with guest speakers, including students, teachers and administrators. They also occasionally have the opportunity to attend annual “visit days” where they sit in on classes at the Upper and Middle schools.

Designations

Other Names

• Sylvia Meng Xu