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Perfil
Ms. Stacey M.
Ellis is a Director-Client Services at Doyle Wealth Management, Inc. She has extensive years of investment management experience working with large financial institutions and municipalities.
She began her career in 2001 as a Fixed Income Analyst and went on to work directly with institutional clients providing investment strategies and service for their accounts.
Prior to joining Doyle Wealth Management, she worked at RBC Capital Markets (formerly William R.
Hough & Co.) and was Vice President, Institutional Sales at Raymond James & Associates.
Vice President by Raymond James & Associates.
Ms. Ellis graduated magna cum laude, with a Bachelor of Science degree in Finance from University of Florida in 2001 and earned her Masters of Business Administration degree from University of Florida in 2010.
Antiguos cargos conocidos de Stacey M. Ellis.
| Empresas | Cargo | Fin |
|---|---|---|
William R. Hough & Co.
 William R. Hough & Co. Investment ManagersFinance Provides asset management and investment products and services | Corporate Officer/Principal | - |
Raymond James & Associates, Inc.
 Raymond James & Associates, Inc. Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
Doyle Wealth Management LLC
 Doyle Wealth Management LLC Investment ManagersFinance DWM selects individual stocks, bonds, ETFs and mutual funds to build a portfolio that is commensurate with the established goals, objectives and risk tolerance of the client. The firm uses a blended approach for selecting stocks, utilizing technical and fundamental analysis, as well as quantitative models to assess the relative financial strength, opportunity for growth, income potential and other factors pertaining to each security selected. | Ventas & Marketing | - |
Formación de Stacey M. Ellis.
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
93
Relaciones de 1er grado
4
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
| Empresas privadas | 4 |
|---|---|
Raymond James & Associates, Inc.
Raymond James & Associates, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
William R. Hough & Co.
William R. Hough & Co. Investment ManagersFinance Provides asset management and investment products and services | Finance |
University of Florida
 University of Florida Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Doyle Wealth Management LLC
Doyle Wealth Management LLC Investment ManagersFinance DWM selects individual stocks, bonds, ETFs and mutual funds to build a portfolio that is commensurate with the established goals, objectives and risk tolerance of the client. The firm uses a blended approach for selecting stocks, utilizing technical and fundamental analysis, as well as quantitative models to assess the relative financial strength, opportunity for growth, income potential and other factors pertaining to each security selected. | Finance |
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