James Ellis, CFA, CRPC

James is a CFA^® charterholder and Chartered Retirement Planning Counselor (CRPC^®) with more than 20 years of experience spanning institutional investment consulting, portfolio management, wealth advisory, and business development.

Throughout his career, James has worked with institutional investors, high-net-worth individuals, endowments, foundations, and healthcare organizations across areas including investment strategy, asset allocation, portfolio construction, and risk management. His experience combines investment working with clients to understand their financial objectives and long-term financial needs.

James brings a consultative, research-driven approach to investing, with a focus on disciplined portfolio construction, diversification, and long-term investing. He has extensive experience working with investment committees, senior executives, and individual investors to communicate complex investment concepts and develop actionable strategies.

James holds a Bachelor of Arts in Economics from the University of Georgia and is based in St. Louis, Missouri.

Chartered Financial Analyst (CFA®) charter is a designation given to those who have completed the CFA® Program and completed acceptable work experience requirements. The CFA Program is a three-part exam that tests the fundamentals of investment tools, valuing assets, portfolio management, and wealth planning. CFA charter holders are qualified to work in senior and executive positions in investment management, risk management, asset management, and more.

The CRPC® designation is issued by the College for Financial Planning® and reflects completion of a specialized program focused on retirement planning concepts and strategies.