Years of
Experience
Neale Ellis
neale.ellis@fideliscapital.com
Responsibility
Prior
Positions
Positions
- 14 years at Bank of America Private Bank (formerly U.S. Trust) as Managing Director and Senior Portfolio Manager
- 4 years at McKinnon & Company as a Vice President
- 2 years at Goldman Sachs as a Private Wealth Management Advisor
- 12 years with US Navy as a Surface Warfare Officer
Credentials
- Neale holds the Chartered Financial Analyst® designation
- Certified Private Wealth Advisor®
- M.A., National Security and Strategic Studies, U.S. Naval War College
- M.S., Finance, University of Memphis
- M.S., Operations Research, Naval Postgraduate School
- B.A., The University of Virginia (Navy ROTC)
Personal
Profile
Profile
- Member of the Beta Gamma Sigma Honor Society
- Previously served on the Board of Directors of the US Navy League (Memphis Chapter)
Faith and family are the drivers of happiness for Neale and his wife Angela. Neale hopes to one day do a long sail with his wife Angela (and hopefully their three children and wonderful daughter-in-law), ideally around the Caribbean. Neale also enjoys tennis, hiking, and swimming outdoors. He is an avid fan of University of Virginia basketball.
