Our Team
“The strength of the team is each individual member. The strength of each member is the team.” – Phil Jackson
Our Team
Although Ellis is quite young, founded in 2012, many of our team have worked with one another for over 20 years. With the breadth of knowledge among our individuals, we leverage that expertise and encourage our team members to work with one another for the greater benefit of the client. Although our clients may only meet with their dedicated advisor, they ultimately benefit from the collaborative efforts of the entire team.
Our support team is the backbone of the entire firm. Their assistance helps to ensure our clients remain our number one priority.
Our Team
David Y. Sun
CFA®
President & CIO
Daniel J. Kelley
CFS®, CSA®
Senior Portfolio Consultant
Woodward T. Odiorne
CLU®, ChFC®
Senior Financial Consultant
Jennifer A. Garrett
CFA®
Senior Portfolio Manager
Jonathan D. Smith
CFP®, MSTF
Financial Planning & Portfolio Consultant
Ross B. Muldoon
CFP®
Financial Planning & Portfolio Consultant
Evan Avgerinos
CBC, CFS®
Senior Financial Consultant
Michael A. Newman
M.B.A., ChFC®, CLU®
Senior Financial Consultant
Samuel M. Carpin
CFS®, CIMA®
Financial Planning and Portfolio Consultant
Derek A. Lemke
CFP®
Financial Planning & Portfolio Consultant
Robert F. Habig II
M.B.A.
Senior Financial Consultant
Christian Grude
ChFC®
Senior Financial Consultant
Joseph McGinley
Senior Financial Consultant
Robin Sun
Information & Technology Director
Nick Sun
CFS®
Chief Compliance Officer
Anthony Civitello
Director of Portfolio Management Operations
Drew Schaffer
CFP®
Financial Planning Coordinator
Lexi Barnhart
Portfolio Analyst
Support
Our Support Team
A dedicated and determined team ensures consistent and thorough support
Antoinette (Toni) Sun
Co-Chairperson
Kelly Carreno
Office Manager
Katelyn Baehrle
Client Services Manager
Katherine Lanza
Marketing & Communications Coordinator
Amy Deptula
Executive Assistant
Sandy L. Donnelly
CLU®, ChFC®
Executive Assistant
Stacey Costin
Executive Assistant