Analyst, Client Advisory
As an analyst of client advisory, Ellie is responsible for supporting client advisory in managing client portfolios, conducting research on investment and macroeconomic trends, as well as general financial analysis.
Prior to joining Crestone, Ellie served as the assistant vice president – senior financial analyst at Bank of America, where she supported the consumer and GWIM central reporting team in Charlotte, North Carolina.
Ellie received her Bachelor of Science in finance and marketing, with a specialization in sales, from the University of Alabama.
Ellie serves on the Crestone Impact Committee.