David Ellis

Portfolio Manager-Equities at UBS Asset Management (Americas), Inc.

Finance

Commercial Services

Consumer Services

Profile

David William Ellis is currently a Managing Director & Private Wealth Advisor at UBS Asset Management (Americas) LLC since 2007.
Previously, he served as Chairman at The Greater Cincinnati Foundation.
Prior to that, he was a Senior Managing Director at McDonald Investments, Inc. from 1991 to 2009.
Mr. Ellis completed his undergraduate degree at Syracuse University.

David Ellis active positions

Companies	Position	Start
UBS Asset Management (Americas), Inc. UBS Asset Management (Americas), Inc. Investment ManagersFinance UBS Asset Management (Americas) LLC (UBS AM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as UBS Global Asset Management (Americas), Inc. They are a wholly owned subsidiary of UBS Americas, Inc., ultimately owned by UBS Group AG (SIX: UBSG; NYSE: UBS) in Switzerland. UBS AM provides investment products and services to corporate and public pension plans, financial institutions and advisors, central banks, charities, foundations and individual investors around the world.	Portfolio Manager-Equities	2007-01-31

All active positions of David Ellis

Former positions of David Ellis

Companies	Position	End
McDonald Investments, Inc. McDonald Investments, Inc. Investment ManagersFinance Gradison McDonald Investments, Inc. (GMI) is the Cincinnati, Ohio-based buyside group of Keybank NA (NYSE: KEY).	Chief Investment Officer	2009-06-30
The Greater Cincinnati Foundation The Greater Cincinnati Foundation Miscellaneous Commercial ServicesCommercial Services The Greater Cincinnati Foundation provides personnel management tools. The firm offers tools to help people achieve their charitable goals and create lasting good work in their communities. The company was founded by William P. Butler in 1963 and is headquartered in Cincinnati, OH.	Director/Board Member	-

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Training of David Ellis

Syracuse University

Undergraduate Degree

Experiences
Positions held

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Connections

100 +

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Linked companies

Private companies	3
McDonald Investments, Inc. McDonald Investments, Inc. Investment ManagersFinance Gradison McDonald Investments, Inc. (GMI) is the Cincinnati, Ohio-based buyside group of Keybank NA (NYSE: KEY).	Finance
UBS Asset Management (Americas), Inc. UBS Asset Management (Americas), Inc. Investment ManagersFinance UBS Asset Management (Americas) LLC (UBS AM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as UBS Global Asset Management (Americas), Inc. They are a wholly owned subsidiary of UBS Americas, Inc., ultimately owned by UBS Group AG (SIX: UBSG; NYSE: UBS) in Switzerland. UBS AM provides investment products and services to corporate and public pension plans, financial institutions and advisors, central banks, charities, foundations and individual investors around the world.	Finance
The Greater Cincinnati Foundation The Greater Cincinnati Foundation Miscellaneous Commercial ServicesCommercial Services The Greater Cincinnati Foundation provides personnel management tools. The firm offers tools to help people achieve their charitable goals and create lasting good work in their communities. The company was founded by William P. Butler in 1963 and is headquartered in Cincinnati, OH.	Commercial Services

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