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Robert
Ellis is a senior analyst in Celent’s securities & investments group and is
based in the firm’s New York office.
His research focuses on wealth management technology and
initiatives throughout the financial services industry.
Prior
to joining Celent, Mr. Ellis was a principal at Fast
Track Advisors, LLC, a financial services consulting firm, where he
advised commercial banks, investment banks, insurance companies, and
brokerage firms on strategy, technology, marketing, and sales development.
Prior to that, he was a Director of Trust & Investment Services at Alliance
Bank NA and an executive vice president and private client group
manager at Hibernia National Bank. At both institutions, he headed
the brokerage, trust, asset management, life insurance, and financial
planning arenas, responsible for over $14 billion in client assets and as
many as 320 employees. Prior to managing the Private Client Group at
Hibernia, he ran the bank’s non-branch delivery channels (call centers,
ATMs, card products, and Internet offerings).
Mr. Ellis has an MBA from
the Harvard Business School and a degree in accounting from the University
of Michigan. He has
earned his CPA, securities principals (series 24, 7, & 63) and NYS LA
insurance designations.
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