Ross Neltner, CAIA

Ross Neltner is a Senior Vice President and Advisor at FEG, where he partners with clients to develop and implement investment programs that help support their long-term objectives. He works closely with clients on investment strategy, governance, portfolio construction, manager selection, and ongoing portfolio oversight. Ross brings a combination of investment and operational experience to his work, helping clients navigate complex decisions and align investment programs with organizational priorities.

With more than 15 years of industry experience, Ross brings a practical and client-focused approach to investment management. Prior to joining FEG, Ross served as a Managing Consultant with Cumberland Consulting Group, where he advised organizations on strategic and operational initiatives. Throughout his career, Ross has emphasized the importance of trust, integrity and long-term partnership in helping clients achieve their goals.

Ross earned a Bachelor of Science in Economics from Vanderbilt University. He holds the Chartered Alternative Investment Analyst (CAIA) designations and is a member of the CFA Institute, the CAIA Association, and the National Business Officers Association. He serves on the Fort Thomas Education Foundation Investment Committee and has been recognized as a Cincinnati Business Courier “Top 40 Under 40” honoree in recognition of his professional accomplishments and community leadership. He has also been inducted into the Hall of Fame for both Greater Cincinnati Basketball and Highlands High School Athletics. Outside of work, he enjoys travelling with his wife, anything sports-related with his three sons and staying involved in his community.

The Cincinnati Business Courier begins the voting process with a public call for nominations and the completion of a questionnaire. The nominations were open from September 29, 2023 through May 22, 2024, with the winners being announced on July 23, 2024. The nominees need to be under the age of 40 and work in the Greater Cincinnati area. 442 individuals were nominated, and 40 individuals were named the Forty Under 40 class of 2024. Judging of the questionnaire is based on a 30-point scale, with points allocated in four main sections:1) Reason for nomination (5 points); 2) Career achievements (10 points); 3) Community involvement (10 points); and 5) Awards and recognition (5 points). The judges then vet each nominees’ achievements based on how strongly they believe the nominees meet the range of criteria for the respective categories as a young leader and professional who is making a difference in business and the community. No fee was paid to participate, and no compensation was provided directly or indirectly.