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 has a Bachelor’s in Finance and Marketing, with a specialization in Sales, from the University of Alabama.
What are you passionate about personally?
I am passionate about job integration for our country’s military veterans, giving back to the community, and SEC football, particularly the Crimson Tide.
What do you enjoy most about wealth management?
The variety. Each day brings something different and an opportunity to learn something new. It keeps you on your toes in the best way possible.
What is the most influential book you've read?
The Almanack of Naval Ravikant is the most influential book I have read.
“Escape competition through authenticity.” -Eric Jorgenson, The Almanak of Naval Ravikant: A Guide to Wealth and Happiness