Zack Ellison, Cfa, Caia

Zack Ellison, Cfa, Caia Email and Phone Number

Managing General Partner and Chief Investment Officer @ Applied Real Intelligence LLC ("A.R.I.")
Saint Petersburg, FL, US
Zack Ellison, Cfa, Caia's Location
St Petersburg, Florida, United States, United States
Zack Ellison, Cfa, Caia's Contact Details

Zack Ellison, Cfa, Caia work email

Zack Ellison, Cfa, Caia personal email

About Zack Ellison, Cfa, Caia

Zack Ellison, CFA, CAIA, is the Founder, Managing General Partner, and Chief Investment Officer of Applied Real Intelligence (“A.R.I.”). A.R.I. is an investment manager focused on providing growth credit to the best VC-backed technology companies in North America. Mr. Ellison leads A.R.I.’s investment activities, including sourcing, due diligence, structuring, execution, and portfolio management.Previously, Mr. Ellison was Director of U.S. Public Fixed Income at Sun Life Financial, where he was responsible for corporate credit trading and investing. Prior to Sun Life Financial, he was a corporate bond and credit default swap trader at Deutsche Bank. During the Global Financial Crisis, he was an investment banker where he successfully underwrote and managed a portfolio of leveraged media, technology, and telecom loans at Scotia Bank. He began his financial career at Thomson (now Thomson Reuters) in the Capital Markets Intelligence group.Mr. Ellison holds an MBA with concentrations in Analytic Finance and Economics from The University of Chicago Booth School of Business along with an MS in Risk Management from New York University’s Stern School of Business. He earned a Bachelor of Arts degree from Swarthmore College while majoring in Economics. In his personal time, Mr. Ellison is completing a Doctorate in Business Administration at the University of Florida. Additionally, he holds the Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) designations and previously held FINRA Series 7, 55, and 63 licenses.Prospective investors and borrowers can learn more about A.R.I.'s fund at www.arivc.com.Interviews with the world's best technology investors can be found at "The 7 in 7 Show with Zack Ellison" at www.7in7show.com.

Zack Ellison, Cfa, Caia's Current Company Details
Applied Real Intelligence LLC (

Applied Real Intelligence Llc ("A.R.I.")

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Managing General Partner and Chief Investment Officer
Saint Petersburg, FL, US
Website:
arivc.com
Employees:
2
Zack Ellison, Cfa, Caia Work Experience Details
  • Applied Real Intelligence Llc (
    Managing General Partner And Chief Investment Officer
    Applied Real Intelligence Llc ("A.R.I.")
    Saint Petersburg, Fl, Us
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  • Applied Real Intelligence Llc (
    Managing General Partner & Chief Investment Officer
    Applied Real Intelligence Llc ("A.R.I."​) 2018 - Present
    St Petersburg, Florida, United States
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  • Applied Real Intelligence Llc (
    Podcast Host Of "The 7 In 7 Show With Zack Ellison"
    Applied Real Intelligence Llc ("A.R.I."​) Apr 2023 - Present
    United States
    I interview the leading investors in the world each week with a podcast that is available for viewing at www.7in7show.com and on YouTube, Apple, Spotify, and all other leading platforms.Guests in Season 1 included:✔️ Anthony Scaramucci, Founder & Managing Partner, Skybridge Capital✔️ Art Hogan, Chief Market Strategist, B. Riley Wealth Management✔️ Stefan Whitwell, Founder & CIO, Whitwell & Co.✔️ Chad Smith, Managing Partner, Reveille Wealth Management✔️ Jane… Show more I interview the leading investors in the world each week with a podcast that is available for viewing at www.7in7show.com and on YouTube, Apple, Spotify, and all other leading platforms.Guests in Season 1 included:✔️ Anthony Scaramucci, Founder & Managing Partner, Skybridge Capital✔️ Art Hogan, Chief Market Strategist, B. Riley Wealth Management✔️ Stefan Whitwell, Founder & CIO, Whitwell & Co.✔️ Chad Smith, Managing Partner, Reveille Wealth Management✔️ Jane Leung, Strategic Advisor, Hive (Former CEO & President, SVB Investment Services)✔️ Bill Kelly, President & CEO, CAIA Association✔️ Aoifinn Devitt, Chief Investment Officer, Moneta Group✔️ Michael Furla, Head of Fixed Income & Co-Head of Investment Department, The Mather Group✔️ Mike Ryan, Co-Founder & CEO of Bullet Point Network (Former Head of Equity Products at Goldman Sachs; Former Head of Equities and Absolute Return & Investment Committee Member at Harvard University)✔️ Michael Nicks, Deputy CIO, Pepperdine University✔️ Paul Dietrich, Chief Investment Strategist, B. Riley Wealth Management✔️ Chris Osmond, CIO, Centura Wealth Advisory✔️ Paul Squarcia, Founding Partner, One Charles Private Wealth✔️ Christian Gannon, CIO, Twickenham Advisors✔️ Brian Kasal, Founder & CEO, FourStar Wealth Advisors LLC✔️ Richard Hillson, Founder, Hillson Consulting Show less
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  • Sun Life Investment Management
    Director, U.S. Fixed Income
    Sun Life Investment Management Dec 2013 - Oct 2017
    Greater Boston Area
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  • Deutsche Bank
    Credit Trader
    Deutsche Bank Jun 2011 - Nov 2013
    New York, New York
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  • Scotiabank
    Investment Banker
    Scotiabank Oct 2007 - Jun 2010
    New York, New York
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  • Thomson Reuters
    Capital Markets Advisor
    Thomson Reuters Oct 2005 - Sep 2007
    New York, New York
    View

Zack Ellison, Cfa, Caia Skills

Fixed Income Trading Bonds Portfolio Management Capital Markets Valuation Financial Modeling Credit Analysis Liquidity Risk Market Structure Fixed Income Trading Risk Management Finance Financial Analysis Derivatives Equity Research Hedge Funds Asset Managment Investment Banking Equities Bloomberg Economics Corporate Finance Asset Management Investments Investment Strategies Leveraged Finance Due Diligence Financial Statement Analysis Equity Research Analysis Chartered Financial Analyst Analytic Finance Macroeconomics Emerging Markets Relationship Management Strategy Product Development Structured Products Credit Risk Financial Risk Business Development Artificial Intelligence Mba High Yield Bonds Cds Cfa Caia Alternative Investments Private Equity Real Estate Commodity Markets Securities Management Data Analysis Statistical Modeling Python R Data Science Machine Learning Venture Capital

Zack Ellison, Cfa, Caia Education Details

Frequently Asked Questions about Zack Ellison, Cfa, Caia

What company does Zack Ellison, Cfa, Caia work for?

Zack Ellison, Cfa, Caia works for Applied Real Intelligence Llc ("a.r.i.")

What is Zack Ellison, Cfa, Caia's role at the current company?

Zack Ellison, Cfa, Caia's current role is Managing General Partner and Chief Investment Officer.

What is Zack Ellison, Cfa, Caia's email address?

Zack Ellison, Cfa, Caia's email address is ze****@****hoo.com

What schools did Zack Ellison, Cfa, Caia attend?

Zack Ellison, Cfa, Caia attended The University Of Chicago - Booth School Of Business, University Of Florida, Nyu Stern School Of Business, Swarthmore College.

What skills is Zack Ellison, Cfa, Caia known for?

Zack Ellison, Cfa, Caia has skills like Fixed Income, Trading, Bonds, Portfolio Management, Capital Markets, Valuation, Financial Modeling, Credit Analysis, Liquidity Risk, Market Structure, Fixed Income Trading, Risk Management.

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