My enthusiasm and my knowledge of financial markets and investing align well with my passion to help individuals and their families pursue their goals and dreams. It’s a perfect fit as I join forces with &Partners.
In our team’s work with clients and their families, we aim to understand the totality of their lives, identify short- and long-term goals, and prepare comprehensive plans and investment strategies. Our offering is broad — addressing insurance, tax and legacy planning strategy and philanthropy needs, as well as providing custom investment solutions. Thanks to my background, we also work with clients to explore the emerging landscape of alternative investments.
I currently serve on the &Partners Alternatives Advisory Council as part of a select group of advisors along with &Partners’ senior management. In this capacity, I leverage my extensive experience in alternative investments and my understanding of client needs to inform the council’s strategy and development of an alternatives investments platform to serve our partner advisors and their clients.
I have more than a decade of experience in alternative investments and global markets at Blackstone Securities Partners LP and Bank of America Merrill Lynch. I am thrilled to now be at &Partners, where we place clients at the center of everything we do.
About Ellen:
B.A., Southern Methodist University
FINRA Series 7, 63 and 65 securities registrations
Ellen serves on the board of the National Society of Colonial Dames in the state of New York. She is an active supporter of the arts and serves as a Young Fellow of the Frick Collection and is a member of the Young Patron’s Council of the Museum of Modern Art.
Ellen resides in New York City and works in both New York City and Richmond, Virginia.
Serves on the Board of Regents of Gunston Hall, the home of George Mason.
