As a vice president and wealth portfolio manager with Edge Capital, Ellis Davis brings comprehensive expertise when serving high-net-worth individuals, families, institutions and charitable organizations. Ellis works with clients to build tailored investment portfolios that help them meet their investment objectives while managing risk.
Prior to joining Edge Capital, Ellis served high-net-worth clients at Wells Fargo The Private Bank as a portfolio specialist, managing investment portfolios for investment management accounts and/or fiduciary (irrevocable and revocable trust) accounts.
Ellis graduated with a BA in economics while double minoring in entrepreneurship and social enterprise and communications from Wake Forest University. Ellis is currently registered with the CFA Institute, where he is a candidate for the Chartered Financial Analyst® (CFA®) designation.
Among many interests outside the workplace, Ellis serves the community by mentoring local youth and most recently serving as the fundraising chair for the American Red Cross of Georgia.