Paul Bertrand Ellis, President and Managing Director, Ellis Wealth Management is an accomplished 25 year financial industry veteran. In addition to various investment and insurance licenses, he holds certification as a Certified Investment Management Analyst (CIMA®) through IMCA and the Wharton School of the University of Pennsylvania. In his practice, Paul provides a values-based approach focusing on high net worth wealth management. Professional service and open communication make Paul a personal advocate and passionate client portfolio director. Paul is an active member of the Investment Management Consultants Association, and member of the Wells Fargo Advisors Financial Network.
His volunteer activity has included serving as Co-Chair of the U.W Foster School of Business’ Center for Entrepreneurship and Business Development, and Past-President of the Office of Minority Affairs Friends of the Educational Opportunity Program at the University of Washington. Paul participates in various local community projects and initiatives.
Seattle Magazine named Paul to The Best Wealth Managers List for the third time in 2016 and was named among America’s Most Honored Professionals by American Registry.