Profil
Ms. Ellis joined Symons Capital Management in 2001.
Prior to joining Symons, Ms. Ellis was a Vice President of Operations/Branch Operations Manager for Salomon Smith Barney in Pittsburgh, where she hired, trained and supervised branch office personnel.
Her responsibilities encompassed a support staff of 35 and a sales force of more than 70 people.
Ms. Ellis also was an Associate Financial Advisor with Legg Mason in Pittsburgh, where she provided a wide range of individual client services, including analyzing current investment holdings and recommending portfolio changes, providing market research, executing trades, and generally engaging in all aspects of client services.
She is an honors graduate of the University of Pittsburgh.
Anciens postes connus de Vicki Lynn Ellis
| Sociétés | Poste | Fin |
|---|---|---|
ClearBridge LLC
ClearBridge LLC Investment ManagersFinance ClearBridge is a global equity manager committed to delivering long-term results through active management. The firm utilizes a high-conviction, research-driven stock selection approach to generate portfolios distinct from the market. They offer strategies that focus on three primary client objectives in their areas of proven expertise: high active share, income solutions and low volatility. Their strategies are available in separately managed accounts, mutual funds, collective investment funds as well as custom solutions, commingled vehicles and offshore funds. | Corporate Officer/Principal | - |
Smith Barney Asset Management
Smith Barney Asset Management Investment ManagersFinance Provides investment services | Corporate Officer/Principal | - |
Symons Capital Management, Inc.
Symons Capital Management, Inc. Investment ManagersFinance SCM is a long-term boutique equity and tactical asset allocation manager that seeks to build protection-focused portfolios of quality companies through intellectually independent stock research, stock selection and portfolio management. To preserve capital, protect against downside risk and generate long-term total returns, the firm engages in top-down macroeconomic and sector research, as well as bottom-up individual stock valuation and selection research. When researching individual stocks, SCM looks for temporarily low valuations relative to its view of long-term price opportunities, stock by stock. They seek to purchase good quality enterprises with sustainable business models at attractive prices, intending to hold them for several years. | Corporate Officer/Principal | - |
Formation de Vicki Lynn Ellis
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Symons Capital Management, Inc.
Symons Capital Management, Inc. Investment ManagersFinance SCM is a long-term boutique equity and tactical asset allocation manager that seeks to build protection-focused portfolios of quality companies through intellectually independent stock research, stock selection and portfolio management. To preserve capital, protect against downside risk and generate long-term total returns, the firm engages in top-down macroeconomic and sector research, as well as bottom-up individual stock valuation and selection research. When researching individual stocks, SCM looks for temporarily low valuations relative to its view of long-term price opportunities, stock by stock. They seek to purchase good quality enterprises with sustainable business models at attractive prices, intending to hold them for several years. | Finance |
Smith Barney Asset Management
Smith Barney Asset Management Investment ManagersFinance Provides investment services | Finance |
ClearBridge LLC
ClearBridge LLC Investment ManagersFinance ClearBridge is a global equity manager committed to delivering long-term results through active management. The firm utilizes a high-conviction, research-driven stock selection approach to generate portfolios distinct from the market. They offer strategies that focus on three primary client objectives in their areas of proven expertise: high active share, income solutions and low volatility. Their strategies are available in separately managed accounts, mutual funds, collective investment funds as well as custom solutions, commingled vehicles and offshore funds. | Finance |
University of Pittsburgh
University of Pittsburgh Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















