

Ellie brings over three decades of experience in the financial services industry, with a background that spans trading, advisor support, client operations, and marketing strategy. She plays a key role in supporting client relationships, ensuring operational excellence, and helping our team deliver a seamless and thoughtful client experience. Ellie began her career on a busy trading desk in Chicago, where she worked side-by-side with the founder of a small firm. That early hands-on experience shaped her practical, “roll-up-your-sleeves” mindset and gave her deep insight into how the financial industry works from the inside out. Over the years, she’s held roles as a trader, managed her own statistical arbitrage book, and provided operational leadership for teams overseeing hundreds of millions in assets. A natural problem-solver and team player, Ellie brings calm, clarity, and care to everything she does. Her client-first approach is grounded in listening, responsiveness, and a strong attention to detail. Outside of work, you can find her Nordic skiing in the winter, enjoying her pool with family in the summer, walking with her husband, or seeking out a new experience to try.
Wealth Management Associate
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Advisor
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Financial Advisor