Kelsey Ellsworth
- Role
- Wealth Portfolio Manager & Analyst Team Lead at Johnson Financial Group
- Location
- Milwaukee, WI, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Kelsey Ellsworth
As an experienced portfolio manager, I help high-net-worth individuals and institutions…
Experience
Wealth Portfolio Manager & Analyst Team Lead
May 2023 — Present
In addition to my prior responsibilities, I have been promoted to lead a new team of portfolio analysts. I am responsible for building out the new Portfolio Analyst team, creating a vision and mission, and communicating and implementing the new model to the field.
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