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

David Y. Sun

CFA®

President & CIO

Daniel J. Kelley

Daniel J. Kelley

CFS®, CSA®

Senior Portfolio Consultant

Woodward T. Odiorne

Woodward T. Odiorne

CLU®, ChFC®

Senior Financial Consultant

Jennifer A. Garrett

Jennifer A. Garrett

CFA®

Senior Portfolio Manager

Jonathan D. Smith

Jonathan D. Smith

CFP®, MSTF

Financial Planning & Portfolio Consultant

Ross B. Muldoon

Ross B. Muldoon

CFP®

Director of Portfolio Management Operations

Evan Avgerinos

Evan Avgerinos

CBC, CFS®

Senior Financial Consultant

Don Avgerinos

Don Avgerinos

CBC, CEP®, RICP®, CFS®

Financial Planning & Portfolio Consultant

Michael A. Newman

Michael A. Newman

M.B.A., ChFC®, CLU®

Senior Financial Consultant

Samuel M. Carpin

Samuel M. Carpin

CFS®

Financial Planning and Portfolio Consultant

Derek A. Lemke

Derek A. Lemke

CFP®

Financial Planning & Portfolio Consultant

Robert F. Habig II

Robert F. Habig II

M.B.A.

Senior Financial Consultant

Christian Grude

Christian Grude

ChFC®

Senior Financial Consultant

Robin Sun

Robin Sun


Information & Technology Officer

Michelle Siano

Michelle Siano


Portfolio Consultant & Chief Compliance Officer

Nick Sun

Nick Sun

CFS®

Portfolio Strategist

Anthony Civitello

Anthony Civitello


Portfolio Strategist

Support

Our Support Team

A dedicated and determined team ensures consistent and thorough support

Antoinette (Toni) Sun

Antoinette (Toni) Sun

Office Manager

Kelly Carreno

Kelly Carreno

Assistant Office Manager

Katelyn Baehrle

Katelyn Baehrle

Executive Assistant

Sandy L. Donnelly

Sandy L. Donnelly

CLU®, ChFC®

Executive Assistant

Amy Deptula

Amy Deptula

Executive Assistant

Stacey Costin

Stacey Costin

Executive Assistant

Contact

Get in Touch

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