Ellie Moffat
Analyst-Equity at Bahl & Gaynor, Inc.
Profile
Ms. Eleanor K.
Moffat, CFA, is a Senior Wealth Advisor & Principal at Bahl & Gaynor, Inc. She is also a Portfolio Manager focuses on working primarily with high net worth individuals and families, as well as select institutional clients.
Ms. Moffat is also a Member of the Investment Committee, covering part of the consumer discretionary sector.
Prior to joining Bahl & Gaynor, Ms. Moffat previously worked as a Senior Portfolio Manager at Bartlett & Co., Vice President and Unit Head at First National Bank of Maryland and Divisional Representative at Mellon Bank.
She received her Bachelor of Arts degree from Princeton University and a Master of Administrative Science from Johns Hopkins University.
Ms. Moffat is also a CFA charterholder.
Ellie Moffat active positions
| Companies | Position | Start |
|---|---|---|
Bahl & Gaynor, Inc.
 Bahl & Gaynor, Inc. Investment ManagersFinance Bahl & Gaynor, Inc. (B&G) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Cincinnati, Ohio. They also do-business-as Bahl & Gaynor Investment Counsel. The firm was founded by William Bahl and Vere Gaynor in 1990. B&G provides advisory services to individual and institutional clients. | Analyst-Equity | 1998-12-31 |
Former positions of Ellie Moffat
| Companies | Position | End |
|---|---|---|
Mellon Bank, NA
 Mellon Bank, NA Regional BanksFinance Mellon Bank NA provides commercial banking services. It offers banking services for individuals & corporations and collectively to the providers of asset management, trust, custody and benefits consulting services. The bank is a subsidiary of Mellon Financial Corp. Mellon Bank was founded in 1869 and is headquartered in Pittsburgh, PA. | Corporate Officer/Principal | - |
| Allfirst Bank (Baltimore, Maryland) | Corporate Officer/Principal | - |
Bartlett & Co. LLC
 Bartlett & Co. LLC Investment ManagersFinance Bartlett & Co. LLC is a registered investment advisor located in Cincinnati, Ohio. The firm traces its origins to 1898 when Benjamin D. Bartlett purchased a seat on the New York Stock Exchange. Bartlett & Co. became an investment advisory firm in 1946. In 1996, the firm became a wholly-owned subsidiary of Legg Mason, Inc. (NYSE: LM). Bartlett & Co. became independent of Legg Mason through a management buyout in 2012. The firm manages assets for high net-worth individuals and their families, foundations, endowments, corporate and non-profit retirement plans, Taft-Hartley plans and public funds. | Analyst-Equity | - |
Training of Ellie Moffat
| The Johns Hopkins University | Graduate Degree |
| Princeton University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
Bahl & Gaynor, Inc.
Bahl & Gaynor, Inc. Investment ManagersFinance Bahl & Gaynor, Inc. (B&G) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Cincinnati, Ohio. They also do-business-as Bahl & Gaynor Investment Counsel. The firm was founded by William Bahl and Vere Gaynor in 1990. B&G provides advisory services to individual and institutional clients. | Finance |
Bartlett & Co. LLC
Bartlett & Co. LLC Investment ManagersFinance Bartlett & Co. LLC is a registered investment advisor located in Cincinnati, Ohio. The firm traces its origins to 1898 when Benjamin D. Bartlett purchased a seat on the New York Stock Exchange. Bartlett & Co. became an investment advisory firm in 1946. In 1996, the firm became a wholly-owned subsidiary of Legg Mason, Inc. (NYSE: LM). Bartlett & Co. became independent of Legg Mason through a management buyout in 2012. The firm manages assets for high net-worth individuals and their families, foundations, endowments, corporate and non-profit retirement plans, Taft-Hartley plans and public funds. | Finance |
Mellon Bank, NA
Mellon Bank, NA Regional BanksFinance Mellon Bank NA provides commercial banking services. It offers banking services for individuals & corporations and collectively to the providers of asset management, trust, custody and benefits consulting services. The bank is a subsidiary of Mellon Financial Corp. Mellon Bank was founded in 1869 and is headquartered in Pittsburgh, PA. | Finance |
| Allfirst Bank (Baltimore, Maryland) | Finance |
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