David Ely Email & Phone Number
Portfolio Manager @ Brown Advisory
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David Ely Location
- Boston, MA, US
David Ely Work
- 2020 -now Portfolio Manager @
- 2009 -now Board Member @ American Council on Gift Annuities
- 2015 -2020 Vice President - Portfolio Manager @
- 2013 -2015 Head of Asset Allocation for Canada @
- 2007 -2013 Head of Investment Management in Charitable Asset Management @
- 1999 -2007 Senior Portfolio Manager in Charitable Asset Management @
- 1995 -1999 Financial Consultant @
David Ely Education
- D'Amore-McKim School of Business at Northeastern University
Masters (Finance)
1999-2003 - The Culinary Institute of America
Associate's degree (Culinary Arts/Chef Training)
1991-1993 - The University of North Carolina at Chapel Hill
BA (Economics)
1985-1989 - CFA Institute
CFA (Finance)
David Ely Skills
- Investments
- Fixed Income
- Asset Managment
- Finance
- Investment Management
- Capital Markets
- Portfolio Management
- Asset Management
- Securities
- Mutual Funds
- Hedge Funds
- Asset Allocation
- Series 63
- Bloomberg
- Valuation
- Financial Services
- Alternative Investments
- Equities
- Series 7
- Derivatives
- New Business Development
- Investment Strategies
- Wealth Management
- Emerging Markets
- Investment Advisory
- Private Equity
- Bonds
- Relationship Management
- Financial Modeling
- Financial Markets
- Security
David Ely Summary
- David Ely, based in Boston, MA, US, is currently a Portfolio Manager at Brown Advisory. David Ely brings experience from previous roles at American Council on Gift Annuities, Wilmington Trust and State Street Global Advisors. David Ely holds a 1999 - 2003 Masters in Finance @ D'Amore-McKim School of Business at Northeastern University. With a robust skill set that includes Investments, Fixed Income, Asset Managment, Finance, Investment Management and more. David Ely has 2 emails on RocketReach.
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