Financial Planning & Portfolio Consultant
Michelle Siano started her career in the financial services industry with Smith Barney over 18 years ago where she worked as a Financial Advisor in their Retail Client Division. Utilizing her valuable experience at Smith Barney as a foundation, Michelle has also held various roles within the industry that have contributed to her expertise in providing clients with tailored solutions for their investment needs. She joined Ellis Investment Partners, LLC with a strong focus on client services and knowledge in the areas of equities and fixed income.
In 2018, Michelle accepted the position of Chief Compliance Officer for Ellis Investment Partners, LLC. During her time in this role from 2018 to 2023 she was responsible for the development and implementation of the firm’s compliance program, and the annual review. She successfully navigated an Audit with the SEC in 2022.
In Michelle’s current position as a Financial Planning & Portfolio Consultant she provides investment advisory services to individuals, high net worth individuals, trusts and estates often times utilizing eMoney to help drive the investment decisions.
On an Academic Scholarship, Michelle received her Bachelor of Business Administration Degree from Temple University’s Fox School of Business in Finance and International Business. While attending College, Michelle spent a semester studying abroad in Rome, Italy. With a passion for travel, she has since returned to Europe on numerous occasions.
Michelle is an appointed Officer of the firm.