Profile
Mr. Ellis Sloan holds the Chartered Financial Analyst designation and is a member of CFA Institute.
He is a past president and director of the Arkansas Financial Analysts Society.
He received his B.A.
in Political Science in 1980 and his M.B.A.
with a concentration in Finance in 1983 from the University of South Carolina.
Mr. Sloan is an Adjunct Professor in the Finance Department teaching investment courses at Harding University from 1983 to present.
Prior to Lathrop Invesment Mr. Ellis was a Partner, Portfolio Manager & Analyst with Meridian Management Company, Little Rock, AR from 1989 to 2005; Director of Research & Analyst for T.J.
Raney & Sons, Inc., Little Rock, AR from 1983 to 1989.
Former positions of Ellis Sloan
| Companies | Position | End |
|---|---|---|
Meridian Management Co.
 Meridian Management Co. Investment ManagersFinance Founded by Lee Bodenhamer, Meridian Management Co., is a registered investment advisor located in Little Rock, Arkansas. The firm was founded in 1977 as a subsidiary of First Variable Life Insurance Co. and became an independent firm in 1983. They are also known as Meridian Investment Advisors. Meridian manages discretionary equity, fixed-income and balanced portfolios using individual securities and/or no-load mutual funds. Their clients include endowments, foundations, company retirement plans, individuals, and high net-worth families. | Director of Research - Equity | 28/02/2005 |
Morgan Keegan & Co., Inc. (Old)
 Morgan Keegan & Co., Inc. (Old) Investment Banks/BrokersFinance Founded in 1969, Morgan Keegan & Co., Inc. is a full-service regional investment firm and broker/dealer headquartered in Memphis, Tennessee. The firm is a subsidiary of Regions Financial Corp. (NYSE: RF). They offer equity-oriented investment banking functions, securities brokerage, trust services, asset management, research, trading and institutional sales | Director of Research - Equity | 01/01/1989 |
Lathrop Investment Management Corp.
 Lathrop Investment Management Corp. Investment ManagersFinance Lathrop Investment Management Corp. (LIMC) is an independent investment counseling firm headquartered in Little Rock, Arkansas. The firm was founded by Gregory C. Lathrop in 1981. LIMC provides discretionary investment counseling to individuals, families, trusts, estates, retirement plans, businesses and not-for-profit institutions. | Analyst-Equity | - |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Meridian Management Co.
Meridian Management Co. Investment ManagersFinance Founded by Lee Bodenhamer, Meridian Management Co., is a registered investment advisor located in Little Rock, Arkansas. The firm was founded in 1977 as a subsidiary of First Variable Life Insurance Co. and became an independent firm in 1983. They are also known as Meridian Investment Advisors. Meridian manages discretionary equity, fixed-income and balanced portfolios using individual securities and/or no-load mutual funds. Their clients include endowments, foundations, company retirement plans, individuals, and high net-worth families. | Finance |
Morgan Keegan & Co., Inc. (Old)
Morgan Keegan & Co., Inc. (Old) Investment Banks/BrokersFinance Founded in 1969, Morgan Keegan & Co., Inc. is a full-service regional investment firm and broker/dealer headquartered in Memphis, Tennessee. The firm is a subsidiary of Regions Financial Corp. (NYSE: RF). They offer equity-oriented investment banking functions, securities brokerage, trust services, asset management, research, trading and institutional sales | Finance |
Lathrop Investment Management Corp.
Lathrop Investment Management Corp. Investment ManagersFinance Lathrop Investment Management Corp. (LIMC) is an independent investment counseling firm headquartered in Little Rock, Arkansas. The firm was founded by Gregory C. Lathrop in 1981. LIMC provides discretionary investment counseling to individuals, families, trusts, estates, retirement plans, businesses and not-for-profit institutions. | Finance |
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