Years of
Experience
Matthew Ellis
Responsibility
Prior
Positions
Positions
- 5 years at Wells Fargo, leading the Private Wealth Management business for two regions (Mid-South, Carolinas West)
- 12 years at US Trust as a Senior Portfolio Manager, Regional Investment Executive, Regional Executive and Market Sales Executive
- 3 years at Smith Barney as a Financial Consultant and Portfolio Manager
- 4 years at Goldman Sachs as a Private Client Advisor
- 8 years with the US Navy: Lieutenant, Mission Commander, Tactical Coordinator, Naval Flight Officer and ROTC Instructor
Credentials
- M.B.A., Finance and Investments Concentration, University of Memphis Fogelman College of Business and Economics
- B.S., English (Honors) with Merit, United States Naval Academy
Personal
Profile
Profile
Matt and his wife Rhonda try to spend as much time as possible with their 3 wonderful daughters, 3 amazing sons-in-law and 3 beautiful granddaughters. As part of luring their kids to vacation with them, they are continuing to explore the Caribbean, ultimately hoping to have visited each of the different islands. When not exploring the tropics, Matt enjoys an occasional round of golf, always with the hope that one day he will miraculously excel at the game he enjoys, but which frustrates him immensely. He’s also the proud papa of a lap dog named Raleigh.
