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A lifetime west Michigan native, Brian's strong academic background combined with “in the trenches” real world business experiences has provided a unique skill set from which he evaluates and makes investment decisions regarding various companies.Beyond his extensive academic background, Brian is also well acquainted with the issues confronting many businesses in today’s economic climate, having owned and operated a Midwestern food processing company. He understands how time consuming it can be to run a viable business while trying to manage an effective investment portfolio on the side. This combination of education and real-world experience has afforded Brian a unique perspective and skill set from which to evaluate and advise on investment decisions for his clients.Brian also believes in public service and giving back to the community. He was elected to serve on a local school board in Grand Rapids, and has devoted his time and expertise in that capacity for the past 14 years.
Brooktree Capital Management
View- Website:
- brooktreecapital.com
- Employees:
- 3
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PresidentBrooktree Capital ManagementGrand Rapids, Mi, Us
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Member Board Of DirectorsBhi Senior Living May 2022 - Present -
PresidentBrooktree Capital Management Aug 1996 - PresentGreater Grand Rapids, Michigan AreaSince 1996, founder Brian R Ellis has been managing assets for various clients. He maintains a highly customized approach to investing and has developed a set of strategies that support his unique method. These strategies have benefited his clients over time and are evidenced by an impressive client retention rate.In today’s investment world, many are focused on 401k and IRA investment monies because of their tax deferred benefits. This money is invested primarily through mutual funds because the capital gains and income generated by these funds is not subject to taxes until withdrawal at some point in the future (usually retirement). As a result, many have developed a short term, trading mentality rather than long-term growth and stability with respect to accounts and assets. But Brooktree Capital is different. While we may manage an individual’s retirement monies, our strategies are primarily designed to appeal to those whose assets (and income) are subject to taxes. This requires an entirely different approach to be successful. This philosophy drives our company, and our clients share it.
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Member Of The BoardClark Foundation Oct 2015 - PresentGreater Grand Rapids, Michigan AreaClark Retirement Community was founded in 1906, and for more than 100 years has created a community of dignity, compassion and respect centered on the lives of older adults and those who care for them. Clark provides a full continuum of care to residents in Grand Rapids, and also provides...
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Advisory Council MemberD.A. Blodgett - St. John'S Sep 2015 - PresentGreater Grand Rapids, Michigan AreaD.A. Blodgett - St. John’s is an agency that works in partnership with our community for the good of all children. They are local, non-profit and accredited. They provide comprehensive services to children and families, including Big Brothers Big Sisters, foster care, adoption, and family support, as well as, residential treatment and emergency shelter care at St. John’s Campus. -
PresidentKent Intermediate Association Of School Boards Jul 2013 - Oct 2013Greater Grand Rapids Area
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Vice PresidentKent Intermediate Association Of School Boards Jun 2012 - Jun 2013Greater Grand Rapids, Michigan AreaThe Kent Intermediate Association of School Boards is comprised of school districts that are constituents of Kent Intermediate School District. The purpose is to improve the services rendered by school districts in the Kent ISD area through the cooperative effort of the members of the schools boards.This purpose is to advance the discussion of common problems and solutions, and to foster a greater civic and school consciousness among the citizens of the school districts, as well as to advocate for educational issues with local, state and national governmental units.
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Board TrusteeEast Grand Rapids Public Schools 1998 - Oct 2013East Grand Rapids, MichiganServed as longest running board president for 8 1/2 years, treasurer for another year and currently serving as vice president.As an elected board trustee, Brian was responsible for overall district governance, including superintendent oversight and general board policy direction.
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Board MemberD.A. Blodgett - St. John'S 2002 - 2008Greater Grand Rapids, Michigan AreaBoard member for agency that provides foster parents and other critical support to neglected and abused children.
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Committee MemberMichigan Strategic Fund (Formerly Technology Tri-Corridor Steering Committee ) 2003 - 2006Lansing, Michigan AreaI was appointed by the Governor as the designee from the Senate Majority Leader.
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Vp Strategic PlanningJ.R. Simplot Company 1994 - 1995Complete strategic oversight for Food Group OperationsMember of corporate technology committeeLed acquisition team to Australia for significant complimentary business purchase -
President/OwnerMid-America Potato Co. 1985 - 1994Over all corporate responsibility for 200+ employees in the following areas—Human Resources, Finance, Government Relations, Marketing and Operations.
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Financial AnalystGeneral Foods Corporation 1984 - 1985White Plains, New YorkAnalyze various food product categories supporting company marketing operations.
Brian Ellis Skills
Brian Ellis Education Details
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Finance, General -
Accounting
Frequently Asked Questions about Brian Ellis
What company does Brian Ellis work for?
Brian Ellis works for Brooktree Capital Management
What is Brian Ellis's role at the current company?
Brian Ellis's current role is President.
What is Brian Ellis's email address?
Brian Ellis's email address is be****@****ter.org
What is Brian Ellis's direct phone number?
Brian Ellis's direct phone number is +161623*****
What schools did Brian Ellis attend?
Brian Ellis attended University Of Michigan Business School, University Of Notre Dame.
What skills is Brian Ellis known for?
Brian Ellis has skills like Leadership, Strategic Planning, Strategy, Management, Analysis, Mergers And Acquisitions, Public Speaking, Finance, Team Building, Customer Service, Nonprofits, Negotiation.
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Brian Ellis
Indianapolis, In2farrismedical.com, mentorsofamerica.com -
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Brian Ellis
Boise, Id2shoecarnival.com, hotmail.com
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