Vice President - Wealth Advisor
Current
Jan 2024 - Present
AeroLeads people directory · profile
David Eller Email & Phone Number
Vice President | Wealth Management Advisor
at
CAPTRUST
1 work email found
@wellsfargo.com
LinkedIn matched
4 data sources
Profile completeness 100%
Current company
Role
Vice President | Wealth Management Advisor
Location
Charlotte, North Carolina, United States
Who is David Eller? Overview
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Quick answer
David Eller is listed as Vice President | Wealth Management Advisor at CAPTRUST, based in Charlotte, North Carolina, United States. AeroLeads shows a work email signal at wellsfargo.com and a matched LinkedIn profile for David Eller.
David Eller previously worked as Vice President - Wealth Advisor at Captrust and Director at Wells Fargo. David Eller holds Bachelor Of Science, Business Administration from University Of North Carolina At Chapel Hill.
Company email context
Email format at CAPTRUST
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{first}.{last}@wellsfargo.com
86% confidence
AeroLeads found 1 current-domain work email signal for David Eller. Compare company email patterns before reaching out.
Profile bio
About David Eller
I am a wealth management advisor with CAPTRUST, which was named the #1 RIA firm (registered investment advisor) by Financial Advisor Magazine in its 2024 ranking of more than 500 firms. For more than 35 years, our Charlotte team has served high net worth individuals, multi-generation families, entrepreneurs, businesses and corporate executives with objective financial advice and tailored service.I am a seasoned investor with 15+ years’ experience on Wall Street advising corporate executives and the world’s largest institutional investors. My success was the product of clearly communicated investment advice on equities, investment grade and high yield bonds, leveraged loans and credit default swaps. I strive to build trust-based relationships and provide clients with customized advice so they can flourish personally and financially.I am a proud husband and father of four. I enjoy coaching youth basketball and soccer, teaching Sunday school, reading the classics and watching Tar Heel basketball.https://www.captrust.com/about-us/our-people/david-eller/
Listed skills include Capital Markets, Bloomberg, Financial Modeling, Equity Research, and 5 others.
Current workplace
David Eller's current company
Company context helps verify the profile and gives searchers a useful next step.
Captrust
Website
AeroLeads page
8 roles
David Eller work experience
A career timeline built from the work history available for this profile.
Director
Investment Grade Bond Trading DeskSector Coverage: Technology, Media & Telecom (TMT) and Financials- Generated single-security trading ideas, sector-level recommendations and macro risk-mitigation strategies- Consistently drove monthly profit with trading partners representing 30% of desk P&L- Pitched investment ideas to large global institutional.
Dec 2020 - Oct 2023
Vice President
High Yield Bond Investment Research - Senior Analyst - Technology, Cable, Telecom & Financials- Awarded coverage of the Cable and Telecom sectors in September 2020- Awarded coverage of the Financials sector in February 2020- Promoted to lead analyst on Technology sector in March 2016- Served as support analyst on Consumer Products & Retail sectors July.
Mar 2016 - Dec 2020
Associate
High Yield Bond Investment Research - Associate Analyst - Consumer Products, Retail & Technology
Jul 2011 - Mar 2016
Sep 2009 - Jul 2011
Junior Equity Research Associate
Oct 2008 - Sep 2009
Market Representative Intern
Aug 2007 - Apr 2008
Summer Intern
Jun 2007 - Jul 2007
Team & coworkers
Colleagues at CAPTRUST
Other employees you can reach at captrustadvisors.com. View company contacts →
LI
Lauren Ivey, Mph
Colleague at Captrust
Greater Tampa Bay Area, United States
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DL
Danny Lowe
Colleague at Captrust
Raleigh, North Carolina, United States, United States
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TR
Tom Reynolds
Colleague at Captrust
Greenville, South Carolina, United States, United States
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JC
Jeanmarie Chambers
Colleague at Captrust
Greensburg, Pennsylvania, United States, United States
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JM
John Matejka
Colleague at Captrust
Greater Houston, United States
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JL
John Lockwood, Cfp®
Colleague at Captrust
Sacramento, California, United States, United States
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AG
Antonio Graziosi
Colleague at Captrust
New York City Metropolitan Area, United States
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DA
David Amurao
Colleague at Captrust
Scottsdale, Arizona, United States, United States
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RF
Rob Fee
Colleague at Captrust
Hutchinson, Kansas, United States, United States
View →
MP
Marcus P. Borel, Cfp®
Colleague at Captrust
Lynchburg, Virginia, United States, United States
View →
Lauren Ivey, Mph
Colleague at Captrust
Greater Tampa Bay Area, United States
View →
DL
Danny Lowe
Colleague at Captrust
Raleigh, North Carolina, United States, United States
View →
TR
Tom Reynolds
Colleague at Captrust
Greenville, South Carolina, United States, United States
View →
JC
Jeanmarie Chambers
Colleague at Captrust
Greensburg, Pennsylvania, United States, United States
View →
JM
John Matejka
Colleague at Captrust
Greater Houston, United States
View →
JL
John Lockwood, Cfp®
Colleague at Captrust
Sacramento, California, United States, United States
View →
AG
Antonio Graziosi
Colleague at Captrust
New York City Metropolitan Area, United States
View →
DA
David Amurao
Colleague at Captrust
Scottsdale, Arizona, United States, United States
View →
RF
Rob Fee
Colleague at Captrust
Hutchinson, Kansas, United States, United States
View →
MP
Marcus P. Borel, Cfp®
Colleague at Captrust
Lynchburg, Virginia, United States, United States
View →
2 education records
David Eller education
Bachelor Of Science, Business Administration
University Of North Carolina At Chapel Hill
Certificate, International Business
Tecnológico De Monterrey
FAQ
Frequently asked questions about David Eller
Quick answers generated from the profile data available on this page.
What company does David Eller work for?
David Eller works for CAPTRUST.
What is David Eller's role at CAPTRUST?
David Eller is listed as Vice President | Wealth Management Advisor at CAPTRUST.
What is David Eller's email address?
AeroLeads has found 1 work email signal at @wellsfargo.com for David Eller at CAPTRUST.
Where is David Eller based?
David Eller is based in Charlotte, North Carolina, United States while working with CAPTRUST.
What companies has David Eller worked for?
David Eller has worked for Captrust, Wells Fargo, Raymond James, Prologis, and Wachovia Securities.
Who are David Eller's colleagues at CAPTRUST?
David Eller's colleagues at CAPTRUST include Lauren Ivey, Mph, Danny Lowe, Tom Reynolds, Jeanmarie Chambers, and John Matejka.
How can I contact David Eller?
You can use AeroLeads to view verified contact signals for David Eller at CAPTRUST, including work email, phone, and LinkedIn data when available.
What schools did David Eller attend?
David Eller holds Bachelor Of Science, Business Administration from University Of North Carolina At Chapel Hill.
What skills is David Eller known for?
David Eller is listed with skills including Capital Markets, Bloomberg, Financial Modeling, Equity Research, Financial Analysis, Research, Spanish, and Valuation.
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