Meet Your Advisor
Robert K. Ellis, CFA, CFP®
Robert “Bob” Ellis is managing member at Ellis Wealth Advisors, LLC, bringing to his firm more than two decades of experience in the institutional investment business and several years’ experience as a private investor and working with individual clients. In addition to vast experience investing in U.S. stock markets, Bob was among the earliest U.S. institutional investors to make significant nvesments in internationall stock markets, particularly in the Far East.
During his corporate career, he was a Equity Analyst in the investment division of The First National Bank of Chicago led by investment visionary Gary P. Brinson whose seminal research paper on asset allocation is among the most influencial investment research studies ever published. Bob was fortunate to work with many investment leaders including Mr Brinson who greatly influenced his investment approach. Bob also was a Senior Portfolio Manager and Investment Analyst at Allstate Insurance Company, where he managed multi-billion-dollar portfolios and analyzed securities across all market sectors in the U.S. and internationally. Bob also has served as an Investment Committee member for a $1+ billion private retirement and pension plan.
Bob received his Chartered Financial Analyst (CFA) designation in 1985. In 2009, he completed the DePaul University Financial Planning Certificate program. Bob obtained his CERTIFIED FINANCIAL PLANNER ™ certification in 2011.
Bob earned his MBA in finance from Indiana University and his bachelor’s in finance at Boston College. He is a current member of the CFA Society of Chicago and the CFA Institute. Bob lives in Chicago with his wife Amy and four young children, with whom he spends most of his spare time. He enjoys travel, sports, reading and personal investing.