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Jeremy Ellis
Analyst-Equity at Campbell Newman Asset Management, Inc.
Profile
Mr. Jeremy A.
Ellis, CFA, is a Portfolio Manager & Analyst at Campbell Newman Asset Management, Inc.
Mr. Ellis for five yearsw as a Portfolio Manager and Equity Analyst at Baird for the Baird Rising Dividend Portfolio and Baird Recommended Portfolio.
From 2014 to 2015, he served as an equity analyst at United Capital Financial Advisers and, prior to that, as an equity analyst at Spot Trading LLC.
He graduated with a BS degree in Finance from the University of Wisconsin-La Crosse and is a Chartered Financial Analyst charterholder.
Jeremy Ellis active positions
Companies | Position | Start |
---|---|---|
Campbell Newman Asset Management, Inc.
![]() Campbell Newman Asset Management, Inc. Investment ManagersFinance Campbell Newman Asset Management, Inc. (Campbell Newman) is an independent registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded by Campbell Newman provides professional portfolio management services to institutional clients who includes pension and profit-sharing plans, charitable organizations, corporations and government entities, as well as high net worth and other individuals, such as those managed through wrap programs. | Analyst-Equity | 01/02/2021 |
Former positions of Jeremy Ellis
Companies | Position | End |
---|---|---|
United Capital Financial Advisers LLC
![]() United Capital Financial Advisers LLC Investment ManagersFinance United Capital Financial Advisers LLC, do-business-as Goldman Sachs Personal Financial Management (GS PFM), is a SEC-registered investment advisor headquartered in Newport Beach, California. The firm was founded by Joseph Duran, Michael Capelle and Benjamin Carrick in 2005. They are a subsidiary of United Capital Financial Partners, Inc., ultimately held by The Goldman Sachs Group, Inc. (NYSE: GS). GS PFM provides investment advisory services to individuals, high net-worth individuals, corporate pension and profit-sharing plans, corporations, government entities, charitable institutions, foundations, endowments, and other investment advisers. | Analyst-Equity | 01/10/2015 |
Integrated Financial Management. Inc.
![]() Integrated Financial Management. Inc. Investment ManagersFinance Founded in 1988 by Wheeler E. Chapman III, Integrated Financial Management, Inc. is an independent, registered investment advisor located in Northbrook, Illinois. The firm provides services to individuals, trusts, institutions and corporate retirement plans. | Analyst-Equity | - |
Training of Jeremy Ellis
University of Wisconsin | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 3 |
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Integrated Financial Management. Inc.
![]() Integrated Financial Management. Inc. Investment ManagersFinance Founded in 1988 by Wheeler E. Chapman III, Integrated Financial Management, Inc. is an independent, registered investment advisor located in Northbrook, Illinois. The firm provides services to individuals, trusts, institutions and corporate retirement plans. | Finance |
United Capital Financial Advisers LLC
![]() United Capital Financial Advisers LLC Investment ManagersFinance United Capital Financial Advisers LLC, do-business-as Goldman Sachs Personal Financial Management (GS PFM), is a SEC-registered investment advisor headquartered in Newport Beach, California. The firm was founded by Joseph Duran, Michael Capelle and Benjamin Carrick in 2005. They are a subsidiary of United Capital Financial Partners, Inc., ultimately held by The Goldman Sachs Group, Inc. (NYSE: GS). GS PFM provides investment advisory services to individuals, high net-worth individuals, corporate pension and profit-sharing plans, corporations, government entities, charitable institutions, foundations, endowments, and other investment advisers. | Finance |
Campbell Newman Asset Management, Inc.
![]() Campbell Newman Asset Management, Inc. Investment ManagersFinance Campbell Newman Asset Management, Inc. (Campbell Newman) is an independent registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded by Campbell Newman provides professional portfolio management services to institutional clients who includes pension and profit-sharing plans, charitable organizations, corporations and government entities, as well as high net worth and other individuals, such as those managed through wrap programs. | Finance |
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