Thomas N. Ellis, Jr.

Vice President and Senior Portfolio Manager

ROLE

Tom manages investments for high net worth individuals, families, retirement plans and not for profit entities. Additionally, Tom shares responsibility for equity and fixed income research and the execution of trading for the accounts of the firm.

EXPERIENCE

Tom has more than 20 years experience in various wealth management positions.

EDUCATION

Tom received a B.A. from Fairfield University and an M.S. from Southern Connecticut State University