Joseph McGinley
Senior Financial Consultant
Biography

Joseph McGinley is a graduate of the Commonwealth University-Mansfield. With over 25 years of experience within the Financial Services Industry, he joins Ellis Investment Partners, LLC as a Senior Financial Consultant. His completion of the following executive education programs is a testament to his commitment to post-grad continuing education within the business field:
The Wharton School – Financial Executive Leadership Program
University of California, Berkeley, Haas School of Business – Blockchain Technologies & Applications for Business
Over the years, Joe has gained extensive experience of working with both individual and institutional clients. During the early part of his career, he worked closely with individual clients, providing financial planning and investment management services. Years later, it was during his tenure at Merrill Lynch that Joe transitioned to working exclusively with institutional clients,
consulting in cash management. It was in this role that he found great success and was recognized by Merrill Lynch as one of the top brokers on a regional and national basis as measured by firm level goals. Not only did Joe excel by reaching impressive production goals, but he was also recognized for excellence in client performance & satisfaction.
His reputation has taken him on a career path through Federated Investors (V.P. Institutional Cash & Fixed Income Business Development) and FIS Investment Ventures, LLC (Global Liquidity Account Director) before his recent decision to return to his roots working with individual clients, trusts, endowments/foundations and non-profit entities.
In addition to taking care of his clients, Joe will be a great addition/resource to the Ellis team due to his diverse background and can provide feedback on additional areas of discussion during our Investment Committee Meetings.
When Joe is not spending time with clients and following capital markets, he spends his time volunteering as a board member for SAG-AFTRA of San Francisco-Northern California and the Hunters Point Biomonitoring Foundation. Joe is also a SAG-AFTRA Actor and has been involved in numerous film, television, educational, and commercial productions in the San Francisco Bay Area. Joe has a son, Aidan, who is a junior at the University of Pittsburgh.
Email: josephmcginley@ellisinvestmentpartners.com