In her role as a Research Analyst and Assistant Portfolio Manager, Ellen supports the effort to develop, execute and report on customized strategies for the firm’s wealth management clients. Ellen began her career at WST in 2012 and stepped into her current role in 2013.
A native of Midlothian, VA, Ellen earned her bachelor’s from Virginia Tech, double majoring in Finance and Communication Studies. She is a Series 65-holder and is pursuing the Certified Financial Planning designation. Ellen’s free time is spent at the yoga studio or on the beach with her husband and their dog; she also volunteers with the United Way, Norfolk Botanical Gardens and the Humane Society.