K.c. Ellis Email & Phone Number
Senior Executive Vice President, US Private Client Group @ Fisher Investments
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K.c. Ellis Location
- San Francisco, CA, US
K.c. Ellis Work
- Senior Executive Vice President, US Private Client Group @ (March 2026 - Present)
- Executive Vice President, U.S. Private Client Services @ (December 2017 - March 2026)
- Lieutenant Vice President, Private Client Services @ (October 2014 - December 2017)
- Executive Vice President, Private Client Services (Interim) @ (August 2013 - October 2014)
- Group Vice President @ (January 2011 - August 2013)
- Various Roles @ (September 2003 - January 2011)
- Client Programs Group Manager @ (October 2008 - January 2011)
- Client Programs Analyst @ (May 2007 - October 2008)
- Investment Counselor and Client Correspondence Specialist @ (September 2004 - May 2007)
- Client Account Coordinator @ (September 2003 - September 2004)
K.c. Ellis Education
- UC Santa Barbara
B.A. (Communication)
1999-2003
K.c. Ellis Skills
- Investments
- Portfolio Management
- Business Development
- Asset Allocation
- Asset Management
- Program Management
- Strategy
- Investment Strategies
- Leadership
- Financial Services
- Series 7
- Investment Management
- Wealth Management
- Investment Advisory
- Financial Analysis
- Series 63
- Securities
K.c. Ellis Summary
- K.c. Ellis, based in San Francisco, CA, US, is currently a Senior Executive Vice President, US Private Client Group at Fisher Investments. K.c. Ellis brings experience from previous roles at Fisher Investments. K.c. Ellis holds a 1999 - 2003 B.A. in Communication @ UC Santa Barbara. With a robust skill set that includes Investments, Portfolio Management, Business Development, Asset Allocation, Asset Management and more. K.c. Ellis has 4 emails and 2 mobile phone numbers on RocketReach.
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