In the new role, Ellison will be responsible for collaborating with the BHWM team on HNW portfolio construction and investment management and will also have to develop custom solutions to financial challenges.
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Prior to joining BHWM, Ellison was the managing director at JP Morgan from 2009 to 2012 and a senior vice president at Morgan Stanley from 1992 to 2009 having worked with corporations as well as individuals, constructing 401(k) plans, managing cash, bond and equity portfolios, and building estate plans.
Apart from being experienced in the securities industry, Ellison is also known for his broad spectrum approach to financial and business solutions.
Ellison will take on the new role of senior vice president and Wealth Management advisor with immediate effect.
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