ELLIS INVESTMENT PARTNERS, LLC of BERWYN, PA is an SEC-registered investment adviser (CRD 157669). Regulatory assets under management: $986.8M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Charities, Other.
| Name | Role | Location |
|---|---|---|
| David Yu-Wen Sun | PRESIDENT & CIO | — |
| Nicholas Woo-Hsiung Sun | CHIEF COMPLIANCE OFFICER/PORTFOLIO STRATEGIST | — |
| Anthony Michael Civitello | DIRECTOR OF PORTFOLIO MANAGEMENT OPERATIONS | — |
| SUN DAVID YU-WEN | PRESIDENT; PRESIDENT, CHIEF COMPLIANCE OFFICER; PRESIDENT & CIO | — |
| STEWART NANCY ELLEN | CHIEF COMPLIANCE OFFICER | — |
| MULDOON ROSS BRIAN | DIRECTOR OF PORTFOLIO MANAGEMENT OPERATIONS | — |
| TRITSCHLER LESLIE REFICE | DIRECTOR OF OPERATIONS AND CLIENT SERVICES | — |
| Carreno Kelly Lyn | ASSISTANT OFFICE MANAGER | — |
| SIANO MICHELLE | CHIEF COMPLIANCE OFFICER | — |
| Sun Nicholas Woo-Hsiung | CHIEF COMPLIANCE OFFICER/PORTFOLIO STRATEGIST | — |
| civitello anthony michael | DIRECTOR OF PORTFOLIO MANAGEMENT OPERATIONS | — |