As a Vice President and Wealth Portfolio Manager with EDGE Capital, Ellis brings comprehensive expertise serving high net worth individuals, families, institutions and charitable organizations. In his role, he works with clients to build tailored investment portfolios that help them to meet their investment objectives while managing risk.
Prior to joining our firm, Ellis was a Portfolio Specialist at Wells Fargo The Private Bank managing Investment Management accounts for high net worth and/or fiduciary (irrevocable and revocable trust) accounts.
Ellis graduated with a BA in Economics while double minoring in Entrepreneurship & Social Enterprise and Communications from Wake Forest University. He is currently registered with the CFA Institute where he is a candidate for the Chartered Financial Analyst® (CFA®) designation.
Among many interests outside of the workplace, Ellis serves the community as a servant leader mentoring local youth and most recently serving as the Fund-Raising Chair for the American Red Cross of Georgia.