Profile
David William Ellis currently works at UBS Asset Management (Americas) LLC, as Managing Director & Private Wealth Advisor from 2007.
Mr. Ellis also formerly worked at The Greater Cincinnati Foundation, as Chairman and McDonald Investments, Inc., as Senior Managing Director from 1991 to 2009.
Mr. Ellis received his undergraduate degree from Syracuse University.
David Ellis active positions
| Companies | Position | Start |
|---|---|---|
UBS Asset Management (Americas) LLC
UBS Asset Management (Americas) LLC Investment ManagersFinance UBS AM offers Equities, Fixed Income, Indexing, and Investment Solutions businesses. The firm provides active investment strategies to their clients and principally employs fundamental analysis in managing client accounts by attempting to identify discrepancies between current market prices and their estimate of fundamental value. | Portfolio Manager-Equities | 01/02/2007 |
Former positions of David Ellis
| Companies | Position | End |
|---|---|---|
McDonald Investments, Inc.
McDonald Investments, Inc. Investment ManagersFinance GMI's managers are generalists. | Chief Investment Officer | 01/07/2009 |
The Greater Cincinnati Foundation
The Greater Cincinnati Foundation Miscellaneous Commercial ServicesCommercial Services Provides personnel management tools | Director/Board Member | - |
Training of David Ellis
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
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Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
UBS Asset Management (Americas) LLC
UBS Asset Management (Americas) LLC Investment ManagersFinance UBS AM offers Equities, Fixed Income, Indexing, and Investment Solutions businesses. The firm provides active investment strategies to their clients and principally employs fundamental analysis in managing client accounts by attempting to identify discrepancies between current market prices and their estimate of fundamental value. | Finance |
McDonald Investments, Inc.
McDonald Investments, Inc. Investment ManagersFinance GMI's managers are generalists. | Finance |
Syracuse University
Syracuse University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The Greater Cincinnati Foundation
The Greater Cincinnati Foundation Miscellaneous Commercial ServicesCommercial Services Provides personnel management tools | Commercial Services |
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