Camari Ellis
Plus aucun poste en cours
Profil
Mr. Ellis joined StoneRidge in June 2009.
Prior to joining StoneRidge, he was an Investment Analyst responsible for economic and market research for First Genesis Asset Management.
Mr. Ellis identified global themes and trends for First Genesis Asset Managements Absolute Return Allocation system.
He began his investment career with Lincoln Financial Advisors.
Prior to joining Lincoln Financial, Mr. Ellis was an accountant specializing in small businesses and non profit organizations.
Mr. Ellis received his BBA in Finance from Temple University.
He is a member of Pennsylvania State Representative Kenyatta Johnsons economic advisory committee and also serves on various civic boards and committees.
Mr. Ellis holds FINRA Series 6, 7, 63, and 65 licenses.
Anciens postes connus de Camari Ellis
| Sociétés | Poste | Fin |
|---|---|---|
Genesis Asset Management LLC
 Genesis Asset Management LLC Investment ManagersFinance Founded in 2007, Genesis Asset Management LLC is a registered investment advisor located in Chicago, Illinois. | Corporate Officer/Principal | - |
Lincoln Financial Advisors Corp.
 Lincoln Financial Advisors Corp. Investment Banks/BrokersFinance Lincoln Financial Advisors Corp. (LFA) is a registered broker-dealer headquartered in Fort Wayne, Indiana. The firm was founded in 1986 and formerly known as LNC Equity Sales Corp. They were acquired by Osaic, Inc. in 2024. LFA offers brokerage services to various investors. | Corporate Officer/Principal | - |
StoneRidge Investment Partners LLC
 StoneRidge Investment Partners LLC Investment ManagersFinance StoneRidge Investment Partners LLC (StoneRidge) is a SEC-registered investment advisor headquartered in Radnor, Pennsylvania. The firm was founded in 1999 by a team of equity investment professionals formerly with Meridien Investment Co., a division of First Union. Beltraith Capital LLC acquired majority ownership of the firm in 2009. StoneRidge manages institutional assets for public and corporate pension plans as well as Taft Hartley plans, unregistered pooled investment vehicles, corporations and other businesses, state and municipal government entities, insurance companies and foundation clients. | Gestionnaire de Portefeuille-Actions | - |
Formation de Camari Ellis
| Temple University (Pennsylvania) | Undergraduate Degree |
Expériences
Fonctions occupées
Sociétés liées
| Entreprise privées | 3 |
|---|---|
StoneRidge Investment Partners LLC
StoneRidge Investment Partners LLC Investment ManagersFinance StoneRidge Investment Partners LLC (StoneRidge) is a SEC-registered investment advisor headquartered in Radnor, Pennsylvania. The firm was founded in 1999 by a team of equity investment professionals formerly with Meridien Investment Co., a division of First Union. Beltraith Capital LLC acquired majority ownership of the firm in 2009. StoneRidge manages institutional assets for public and corporate pension plans as well as Taft Hartley plans, unregistered pooled investment vehicles, corporations and other businesses, state and municipal government entities, insurance companies and foundation clients. | Finance |
Genesis Asset Management LLC
Genesis Asset Management LLC Investment ManagersFinance Founded in 2007, Genesis Asset Management LLC is a registered investment advisor located in Chicago, Illinois. | Finance |
Lincoln Financial Advisors Corp.
Lincoln Financial Advisors Corp. Investment Banks/BrokersFinance Lincoln Financial Advisors Corp. (LFA) is a registered broker-dealer headquartered in Fort Wayne, Indiana. The firm was founded in 1986 and formerly known as LNC Equity Sales Corp. They were acquired by Osaic, Inc. in 2024. LFA offers brokerage services to various investors. | Finance |
