Principal & Senior Portfolio Manager
Joined Bahl & Gaynor in 2008
Joined industry in 1993
Prior to joining Bahl & Gaynor in 2008, Ellis’s work included positions at Haberer Registered Investment Advisors (Vice President and Portfolio Manager), Foster & Motley, Inc. (Portfolio Manager), Charles Schwab & Company, Inc. (Branch Manager), Fidelity Investments (Financial Representative) and Gradison McDonald & Company Securities (Mutual Fund Sales & Administrative Representative).
Educational Background
- CERTIFIED FINANCIAL PLANNER™ Professional (2002), College for Financial Planning
- Bachelor of Arts (1990), Skidmore College, Major: Government
Affiliations
- Financial Planning Association (FPA) of Southwestern Ohio, Member
- Member, Board of Trustees, 1N5 (youth mental health services)
