- Who We Serve
- What We Do
- About Us
- Insights & Research
- Who We Serve
- What We Do
- About Us
- Insights & Research
Expertise
As a Senior Wealth Strategist, Ellen is responsible for developing investment management and trust relationships with high net worth individuals and families in the Greater New York area and Connecticut. She works closely with the trust and estate planning communities in these markets. Ellen holds FINRA Series 6, 7, and 63 licenses and is a Certified Divorce Financial Analyst.
Experience
Over the past 20 years at Northern Trust, Ellen has held senior roles in private banking, relationship management and client development. Prior to joining Northern Trust in 2001, Ellen worked in the investment banking industry for 14 years at leading firms including Salomon Brothers and Bear Stearns.
Community Involvement
Ellen currently serves on the Board of Trustees of the Greenwich Historical Society, where she chairs the Professional Advisory Council. She is a member of the Estate Planning Council of Lower Fairfield County and the Fairfield County Bar Association. She has served on the boards of the YWCA Greenwich, Audubon Greenwich, Avon Theatre Center and the Greenwich Arts Council.
Joined Northern Trust
2001
Education
Bachelor of Science in Political Science from Northwestern University. Graduate of the Institute for Comparative Political and Economic Systems from Georgetown University.
Credentials
Certified Divorce Financial Analyst (CDFA®).
North Palm Beach
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11301 US Highway One
North Palm Beach, Florida 33408