Robert J. Ellis

Senior Vice President
Wealth Management

rellis@celent.com

Robert Ellis is Senior Vice President of the Wealth Management Group at Celent 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.