Profil
Mr. Thomas N.
Ellis, Jr., is a Vice President at Halsey Associates, Inc. He manages investments for high net worth individuals, families, retirement plans and not for profit entities.
Additionally, he shares responsibility for equity and fixed income research and the execution of trading for the accounts of the firm.
Prior to joining Halsey Associates in October 2010, Mr. Ellis spent over 20 years in various wealth management positions with Webster Financial Corporation and JP Morgan Chase.
He received a B.A.
from Fairfield University and an M.S.
from Southern Connecticut State University.
Anciens postes connus de Tom Ellis
| Sociétés | Poste | Fin |
|---|---|---|
Halsey Associates, Inc.
 Halsey Associates, Inc. Investment ManagersFinance Halsey Associates, Inc. is a wealth management firm headquartered in New Haven, Connecticut. Founded by Ralph W. Halsey, Jr. in 1967, the firm is a subsidiary of The Washington Trust Co. of Westerly, which is owned by Washington Trust Bancorp, Inc. (NASDAQ: WASH). Halsey Associates provides comprehensive investment counseling services to high net-worth families, corporations, foundations and endowment clients. | Trading-Equity | 01/10/2019 |
Formation de Tom Ellis
| Fairfield University | Undergraduate Degree |
| Southern Connecticut State University | Graduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
Halsey Associates, Inc.
Halsey Associates, Inc. Investment ManagersFinance Halsey Associates, Inc. is a wealth management firm headquartered in New Haven, Connecticut. Founded by Ralph W. Halsey, Jr. in 1967, the firm is a subsidiary of The Washington Trust Co. of Westerly, which is owned by Washington Trust Bancorp, Inc. (NASDAQ: WASH). Halsey Associates provides comprehensive investment counseling services to high net-worth families, corporations, foundations and endowment clients. | Finance |
