John Ellison Email & Phone Number

Scottsdale, Az, Us

Scottsdale, Arizona, United States

• Work directly with Portfolio Manager to construct and update wealth management deliverables such as client target asset allocations, cash flow plans, statements of net worth, etc.• Perform individual stock, ETF, and mutual fund buy-side research across various sectors in both the equity and fixed income markets using Morningstar Direct & Bloomberg• Update firm economic models, composite performance, and benchmarks on a quarterly basis via Tamarac & Morningstar Direct• Work… Show more • Work directly with Portfolio Manager to construct and update wealth management deliverables such as client target asset allocations, cash flow plans, statements of net worth, etc.• Perform individual stock, ETF, and mutual fund buy-side research across various sectors in both the equity and fixed income markets using Morningstar Direct & Bloomberg• Update firm economic models, composite performance, and benchmarks on a quarterly basis via Tamarac & Morningstar Direct• Work directly with Portfolio Manager to implement and monitor target asset allocations manually or using rebalancing software (Tamarac)• Review assigned portfolios to ensure alignment with client investment objectives• Monitor positions, exposures and performance for client portfolios• Adhere to firm approved investments and asset allocations• Execute trades if approved by Portfolio Managers• Support the Investment Equity & Fixed Income Committee's in research, trading, and back office work • Present monthly stock report for current holdings within various asset allocation models• Responsible for review of client account setup, funding, and account configuration in all software systems (internal and external)• Schedule and assist in presenting client meeting materials• Review and assist creating quarterly market commentary/investment reports• Prepare and review client meeting materials for presentation• Draft follow up memos for all client meetings and complete applicable tasks• Interface with custodian account representatives when necessary to complete account setup or client requested tasks• Ensure appropriate cost basis has been retrieved, reviewed and input within the portfolio accounting system• Assists in interviewing candidates & training new hires Show less

Scottsdale, Arizona, United States

• Work directly with Portfolio Manager and Senior Associates to construct and update wealth management deliverables such as client target asset allocations, cash flow plans, statements of net worth, etc.• Perform individual stock, etf, and mutual fund buy-side research across various sectors in both the equity and fixed income markets using Morningstar Direct & Bloomberg• Update firm economic models, composite performance, and benchmarks on a quarterly basis via Tamarac & Morningstar… Show more • Work directly with Portfolio Manager and Senior Associates to construct and update wealth management deliverables such as client target asset allocations, cash flow plans, statements of net worth, etc.• Perform individual stock, etf, and mutual fund buy-side research across various sectors in both the equity and fixed income markets using Morningstar Direct & Bloomberg• Update firm economic models, composite performance, and benchmarks on a quarterly basis via Tamarac & Morningstar Direct• Work directly with Portfolio Manager and Senior Associate to implement and monitor target asset allocations manually or using rebalancing software (Tamarac)• Review assigned portfolios to ensure alignment with client investment objectives• Monitor positions, exposures and performance for client portfolios• Adhere to firm approved investments and asset allocations• Execute trades if approved by Portfolio Managers• Support the Investment Committee in manager fund research and selection• Present monthly stock report for current holdings within various asset allocation models• Responsible for review of client account setup, funding, and account configuration in all software systems (internal and external)• Schedule and attend client meetings in a supporting role• Review and assist creating quarterly market commentary/investment reports• Prepare and review client meeting materials for presentation• Draft follow up memos for all client meetings and complete applicable tasks• Interface with custodian account representatives when necessary to complete account setup or client requested tasks• Ensure appropriate cost basis has been retrieved, reviewed and input within the portfolio accounting system• Cross train to provide operational support and back-up to other team members Show less

Delafield, Wisconsin

• Schedule client appointments, update client financial plans, and handle client service requests• Develop Morningstar principia pro investment product and portfolio client profiles for client reviews • Analyze insurance, annuity, and investment products for investment, estate, and planning objectives• Prepare client Money tree financial retirement plans and income tax planning reports, which includes review of social security and pension income taxation, trusts, retirement… Show more • Schedule client appointments, update client financial plans, and handle client service requests• Develop Morningstar principia pro investment product and portfolio client profiles for client reviews • Analyze insurance, annuity, and investment products for investment, estate, and planning objectives• Prepare client Money tree financial retirement plans and income tax planning reports, which includes review of social security and pension income taxation, trusts, retirement portfolio, and estate plans• Research life and disability insurance and profile alternative insurance products• Review employer benefits and integrate with clients’ personal insurance, retirement, and estate plans• Explain JEAG perspectives of current geopolitical paradigms impacting country specific macroeconomic monetary policies driving microeconomic financial opportunities, objectives, and goals• Assist in client property acquisitions by developing real estate valuation and return models that include market price, tax, and cash flow approaches with alternative overhead and occupancy assumptions• Created a dynamic economic and financial indicator model through the federal reserve economic data (FRED) website that financial advisors and investment managers can use to get a better understanding of the current state of the economy as well as present to clients• Created historical asset class return table to identify how certain assets become in and out of favor throughout the economic cycle Show less

Delafield, Wisconsin

• Conduct competitor research, manage pricing, and create flexible lease agreements• Market to (on Craigslist and Facebook and website) tenants and screen and find tenants • Manage maintenance, repairs, IT, budget and records, and collect rents

La Crosse, Wisconsin

La Crosse, Wisconsin

Lacrosse Wi

1. Created business plan to start acquiring clients through natural market 2. basic knowledge about retirement plans, mutual funds, estate planning, prospecting, and annuities.

Oconomowoc, Wisconsin

Oconomowoc, Wisconsin

Finance & Economics, Business Administration And Management, General

Activities and Societies: Full-time collegiate athlete (football), intramural sports, part-time job, two financial advisory internships..

Graduate Certificate, Investment Management

• Participate in a 21-month CFA University Affiliated Program (lubar.uwm.edu/IMCP) • Aid in monitoring and rebalancing real portfolios.

Sports Management, Business Administration And Management, General