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Ross Overline

Co-Founder, Chairman & CEOScholars of Finance

San Francisco, CA

Member Since January 2023

Skills

Leadership
Public Speaking
Management

About

Ross is the Co-Founder & CEO of Scholars of Finance (SOF), an organization on a mission to inspire character and integrity in the finance leaders of tomorrow. SOF provides undergraduate students with leadership development, mentorship, and the active support of purpose-driven finance executives and investors - to empower the next generation to solve the world's greatest problems with capital. Ross believes that conscious investing, values-based leadership and effective education are critical to the development of a prosperous and inclusive world. As such, he is committed to transforming the financial system with his team at Scholars of Finance. Prior to SOF, Ross held roles spanning equity research at Piper Sandler, global go-to-market at Twitter, and serving on the leadership team that launched the checking & savings business at SoFi. He earned his bachelor's degree at Fordham University and the University of Minnesota and has completed executive education at Cornell University and Stanford University. His hobbies include mentoring & coaching, start-up advising, triathlons, freestyle/spoken word, and studying neuroscience, economics, history, and philosophy.

Published content

Have you found your true calling in life yet? 

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Here are 15 strategies to get you on the right path if you are still searching for personal and career fulfillment. When you're just starting out in a career of any sort, it's not unusual to—at times—feel worried or uncertain about your current path. How do you know if you are making the right decision about where you're committing your valuable time and energy in the workforce? Are you genuinely happy—at least for right now?  Being honest with yourself (and others) about your end goals is something to be proud of, and it's also a step in the right direction. Sometimes it's beneficial to experiment with different opportunities—even ones that turn out to be the wrong fit. To offer some further guidance, 15 Fast Company Executive Board members share additional ideas to find clarity as you begin to figure out where you want to see yourself five, ten, or even 20 years from now. In the meantime, proactively devote your best self to whatever it is you are currently doing now, while you're searching. You never know what your diligence in the task at hand may lead to down the road. It's all part of the journey.

Eight ways to get ready for an economic downturn

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Apply these steps to disaster-proof your business in a volatile market. If the shifting economy has taught business leaders (and consumers alike) anything over these past several years, it's to plan wisely and invest in the future. Keeping your eyes on marketplace trends, signaling what's to come in the future, is also a good place to start when it comes to budget planning and saving. If you're not a numbers person, then bring in a financial coach who can give you the best advice before you make any concrete decisions. In the meantime, eight Fast Company Executive Board members each offer one step you can take to secure a disaster plan for the next financial crisis.

11 leaders share their definition of what it means to be successful

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Are you there yet? If not, how do you plan to get there? In the business world (and in personal life), success often means different things to different people. For some, it may mean being able to consistently reach your short- or long-term goals for the future you have in mind. For others, it's all about being content and happy in the moment—no matter what life throws at you.  In some cases, maintaining a solid work-life balance first and foremost is what truly matters, or being able to sleep peacefully at night knowing that their financial house is in order. Below, 11 Fast Company Executive Board members describe what success looks like for them and advise how you can achieve your own successful life.

Solving the world’s problems starts with cultivating character and integrity in future financial leaders

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Overline argues that we should allocate capital to businesses delivering products and services that maximize human flourishing in the most economically efficient and profitable ways possible.

Want to prevent layoffs in tough times? Follow these 14 strategies

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Layoffs aren't the only way to cut overhead costs in a challenging economy. In times of economic difficulty, companies often face tough decisions when it comes to retaining employees. Layoffs can seem like the only viable solution to cut costs and survive financially. However, these decisions can have lasting impacts on the morale and productivity of the remaining team members. Fortunately, there are alternative strategies that companies can employ to avoid layoffs and increase job security for their employees. To that end, a panel of Fast Company Executive Board members offer their top-recommended strategies for keeping your staff intact and discuss their potential benefits for both companies and employees.

16 experts share hard lessons that have improved their business

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Sometimes, the biggest business challenges can yield the most valuable lessons for future success. Running a successful business is not just about profits and revenue. It also involves learning from mistakes and setbacks that might seem devastating at the time. The good news is that some of the most challenging lessons a business can face can ultimately be the ones that bring about the most significant improvements. These lessons can come from a variety of sources, such as unexpected failures, market shifts, or even internal conflicts. Below, 16 Fast Company Executive Board members get candid about some of the most difficult lessons they've learned as leaders and how those lessons have ultimately resulted in positive business outcomes.

Company details

Scholars of Finance

Company bio

Vision: A future where all finance leaders steward the world’s capital to serve the greater good. Mission: To inspire character and integrity in the finance leaders of tomorrow.

Industry

Social impact & nonprofit

Company size

2 - 10