Ellwood Associates
Address: 33 W Monroe St #1000, Chicago, IL 60603 Phone: (312) 782-5432Category: : : Website: : Hours: : Place name: : : Website: http://www.ellwoodassociates.com/ Category: Financial consultant Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Ellwood Associates Posting publicly on the Web Write a review Reviews Be the first to review
Ellwood Associates List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Ellwood Associates. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Ellwood Associates Employees
Ellwood Associates August 2000 - Present
Lincoln Capital Management Company 1995 - 2000
Skills
Alternative Investments, Leadership, Asset Management, Fixed Income, Investments, Investment Management, Hedge Funds, Investment Strategies, Mutual Funds, Equities, Portfolio Management, Equity Research, Financial Services
Education
Creighton University 1991 — 1995
BSBA, Business - Finance & Marketing
William Blair & Company January 2015 - Present
William Blair and Company September 2011 - December 2014
Calamos Investments October 2005 - September 2011
Ellwood Associates February 2000 - October 2005
Skills
Alternative Investments, Mutual Funds, Equities, Investments, Series 7, Hedge Funds, Asset Allocation, Fixed Income, Series 63, Asset Managment, Financial Services, Securities
Education
University of Illinois at Urbana-Champaign 1995 — 1999
BA, Economics/Finance
Ellwood Associates April 2010 - Present
Allstate Investments, LLC July 2007 - April 2010
Allstate June 2005 - July 2007
Skills
Finance, Asset Allocation, Financial Modeling, Mutual Funds, Alternative Investments, Investments, Portfolio Management, Asset Management, Financial Analysis
Education
Marquette University 2001 — 2005
B.S., Finance & Economics
Ellwood Associates June 2006 - Present
Skills
Investments, Asset Allocation, Fixed Income, Mutual Funds, Alternative Investments, Capital Markets
Education
University of Dayton 2002 — 2006
Bachelor of Science, Finance
M4 Capital Management January 2015 - Present
Ellwood Associates November 2011 - December 2014
HFR, Inc November 2010 - November 2011
UBS Financial Services July 2010 - September 2010
Skills
Investments, Finance, Microsoft Office, Financial Analysis, Hedge Funds, Analysis, Microsoft Excel, Financial Modeling, PowerPoint, Leadership
Education
Michigan State University 2006 — 2010
Bachelors Degree, Finance, Entrepreneurship
Brother Rice High School 2002 — 2006
Ellwood Associates January 2015 - Present
Ellwood Associates December 2012 - December 2014
Ellwood Associates October 2008 - December 2012
Ellwood Associates June 2008 - October 2008
Skills
Investments, Portfolio Management, Asset Managment, Financial Analysis, Hedge Funds, Investment Management, Performance Attribution, Equity Research, Fund Of Funds, Alternative Investments, Fixed Income, Morningstar, PerTrac, FactSet, eVestment Alliance, Asset Management, Asset Allocation
Education
University of Illinois at Urbana-Champaign 2004 — 2008
Bachelor of Science, Finance
U.S. Cellular August 2012 - Present
CME Group August 2006 - August 2012
Ellwood Associates April 2000 - July 2006
US Cellular 1995 - 2000
Skills
ETL, Data Modeling, Oracle, Business Objects, Informatica, Oracle Warehouse Builder, PL/SQL, Unix, Linux, Sagent, SQL Server, UC4, JIRA
Education
Bowling Green State University 1990 — 1995
Bachelors Of Science, Computer Science
Medtronic June 2014 - Present
Karl Storz Endoscopy January 2012 - June 2014
CareerBuilder.com October 2008 - January 2012
Big Shoulders Fund January 2008 - December 2011
Wachovia, A Wells Fargo Company January 2004 - October 2008
Ellwood Associates January 2001 - January 2004
United States Geological Survey April 1999 - July 2001
Skills
Account Management, Marketing, Sales, Training, Networking, Medical Devices, Sales Operations, Selling, Management, New Business Development, B2B, Marketing Strategy, Customer Service
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2003 — 2005
MBA, Healthcare, Marketing
The University of Kansas 1997 — 2001
Bachelor of Science, Business, Finance
Ellwood Associates April 2015 - Present
Ellwood Associates June 2014 - March 2015
Landscaping of Upper Arlington 2011 - 2014
Principal Financial Group January 2013 - August 2013
Plaskolite Inc August 2012 - January 2013
Plaskolite Inc June 2012 - September 2012
Skills
Spanish, Economics, Microsoft Office, Analytical Skills, Critical Thinking, Research, Finance, Microsoft Excel
Education
The Ohio State University 2010 — 2014
Bachelor of Arts (B.A.), Economics
Upper Arlington High School 2007 — 2010
Ellwood Associates October 2014 - Present
Incapital September 2012 - September 2014
Waddell & Reed September 2011 - January 2012
2010 Capital Tire, Inc April 2009 - August 2010
2009 Capital Tire, Inc April 2007 - August 2010
Skills
Financial Analysis, PowerPoint, Excel, Microsoft Excel, Investments, Finance, Management, Wealth Management, Financial Modeling, Microsoft Office, Microsoft Word, Leadership, Sales, Customer Service, Bloomberg
Education
Miami University 2007 — 2011
BS in Business, Finance
St. Francis De Sales High School 2004 — 2007
Ellwood Associates March 2015 - Present
Jackson National Asset Management, LLC January 2014 - February 2015
Jackson National Asset Management, LLC May 2012 - December 2013
TOYS "R" US June 2011 - August 2011
Browning Law Office March 2010 - May 2011
Oil 'N' Go July 2005 - August 2008
Skills
Finance, Financial Analysis, Access, Valuation, Microsoft Excel, Financial Modeling, Microsoft Office, PowerPoint, Accounting, Corporate Finance, Pricing, Microsoft Word, Bloomberg Terminal
Education
Indiana University - Kelley School of Business 2008 — 2012
Business, Finance and Economic Consulting
Ellwood Associates August 2005 - Present
Skills
Investments, Alternative Investments, Asset Management, Financial Risk, Financial Modeling, Finance, Fixed Income, Asset Allocation, Investment Management, Financial Analysis, Valuation, Portfolio Management
Education
University of Notre Dame 1997 — 2001
BBA
Benford Capital Partners, LLC January 2015 - Present
The Griffing Group September 2013 - September 2014
Duff & Phelps August 2011 - August 2013
Ellwood Associates July 2010 - August 2011
Skills
Valuation, Analysis, Competitive Analysis, Research, Financial Modeling, Financial Analysis, Due Diligence, Bloomberg, Corporate Finance, Investments, Data Analysis, Capital Markets, Mergers & Acquisitions, Investment Banking, Alternative Investments, Portfolio Management, Finance
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (MBA), Finance, Strategic Management, Accounting
Duke University 2006 — 2010
Bachelor of Arts, Public Policy Studies, Markets & Management Studies
Greenrock Research January 2013 - Present
self April 2009 - January 2013
Talon Asset Management March 2006 - April 2009
William Blair & Company December 1998 - March 2006
Ellwood Associates February 1984 - December 1998
Skills
Hedge Funds, Alternative Investments, Fixed Income, Valuation, Bloomberg, Financial Analysis, Capital Markets, Investment Banking, Strategic Financial..., Securities, Corporate Finance, Equity Research, Private Equity, Investor Relations, Equities, Asset, Asset Managment, Asset Allocation, Institutional Sales, Institutional Consulting, Institutional Investors, High Net Worth..., Investment Policy, Investment Management..., Institutional..., Financial Services, Portfolio Management, Investments, Mutual Funds, Investment Management, Finance, Investment Strategies, Series 7, Management, Wealth Management, Investment Advisory, Executive Management, Financial Modeling, Financial Advisory, Risk Management, Asset Management
Education
Loyola University of Chicago 1980 — 1984
BBA, Accounting
Author - Sci-Fi Novel, 'Scarlet Begonias' 2008 - Present
Ellwood Associates August 2006 - Present
GATX Rail 2006 - 2006
Kenneth Y. Geman & Associates 2002 - 2006
American Dental Association 2005 - 2005
Talk America 2003 - 2004
Ameritech (SBC) 1997 - 2000
Alliant Food Service 1996 - 1997
Blue Cross / Blue Shield - IL 1993 - 1995
Commonweath Edison 1989 - 1993
Skills
AuthorIT, Creative Writer, Music Production, Telecommunications, Health Insurance, Immigration Law, Employee Benefits, Databases, Software Documentation, Budget, Research, Microsoft Office, Analysis, Project Management, Business Analysis, Public Speaking, Microsoft Excel, Microsoft Word, Budgets, Database Design, Published Author, ETL, Data Warehousing, Technical Writing, Freelance Writing, Books, Relational Databases, Financial Analysis, SDLC, Software Development, Investments, Publishing, Creative Writing, Author-it, Poetry, Text Editing, Ghostwriting, Magazine Articles, Literature, Online Publishing, Proofreading, Non-fiction, Content Development
Education
Ball State University 1985 — 1989
BS - Applied Mathematics, Mathematics / Microprocessors / Music
Winestyr September 2011 - Present
Groupon March 2010 - August 2011
Ellwood Associates September 2008 - March 2010
Ellwood Associates September 2007 - September 2008
Skills
Investments, Market Research, Salesforce.com, Microsoft Excel, PowerPoint, Valuation, Analysis, Marketing, Sales, Business Development, Marketing Strategy, Competitive Analysis, Entrepreneurship, Forecasting, Business Strategy, Social Media Marketing, Start-ups
Education
University of Colorado at Boulder 2002 — 2006
BS, Finance
Ellwood Associates February 2004 - Present
Continental Bank October 1972 - February 1981
Education
University of Colorado Boulder 1968 — 1972
Bachelor of Science (BS), Elementary Education and Teaching
Ellwood Associates June 2000 - Present
Ennis Knupp & Associates September 1996 - June 2000
Skills
Alternative Investments, Hedge Funds, Investments, Investment Management, Portfolio Management, Asset Management, Equities, Asset Allocation, Investment Strategies, Private Equity, Fixed Income, Financial Modeling, Valuation, Mutual Funds, Due Diligence, Capital Markets
Education
Northwestern University - Kellogg School of Management 2002 — 2004
Master of Business Administration (MBA), Accounting and Finance
University of Michigan 1991 — 1995
Bachelor of Arts (B.A.), Political Science and Government
Ellwood Associates April 2015 - Present
Neuberger Berman December 2014 - April 2015
ING January 2013 - November 2014
Zarah International January 2007 - December 2012
Skills
Data Analysis, Management, Microsoft Office, PowerPoint, Finance, Budgets, Inventory Management, Vendor Management, Project Planning, Microsoft Excel, Equity Research, Portfolio Management, Equities, Financial Analysis, Customer Service, Capital Markets, Microsoft Word, Bloomberg Terminal, VBA, Portfolio Performance..., Fixed Income Portfolio..., Fixed Income Analysis, Fixed Income Strategies, Investments
Education
DePaul University 2012 — 2014
Bachelor's degree, Finance, General
College of DuPage 2009 — 2012
Associate's degree
SYM Financial Advisors August 2015 - Present
Ellwood Associates January 2014 - April 2015
Ellwood Associates December 2011 - December 2013
Ellwood Associates August 2008 - December 2011
Ellwood Associates January 2008 - August 2008
Skills
Investment Management, Hedge Funds, Capital Markets, Financial Modeling, Asset Management, Financial Analysis, Asset Allocation, Portfolio Management, Alternative Investments, Investments, Equities, Fixed Income, Mutual Funds, Investment Strategies, Due Diligence
Education
University of Iowa - Henry B. Tippie College of Business 2002 — 2007
Bachelor of Business Administration (B.B.A.), Finance, Economics and International Business
Google January 2015 - Present
Anheuser-Busch InBev July 2012 - January 2015
Anheuser-Busch InBev May 2011 - August 2011
Ellwood Associates March 2007 - June 2010
Skills
Portfolio Management, Investments, Alternative Investments, Capital Markets, Due Diligence, Asset Allocation, Investment Management, Analysis, Quantitative Analytics, Management, Financial Modeling, Financial Analysis, Strategic Planning, Strategy, Budgets, Market Research, Cross-functional Team..., Forecasting, Finance, Leadership, Valuation
Education
Vanderbilt University - Owen Graduate School of Management 2010 — 2012
MBA, Finance, Strategy, International Business
Indiana University Bloomington 2002 — 2006
Bachelor of Arts (BA), Economics
BNY Mellon Wealth Management September 2015 - Present
BNY Mellon Wealth Management October 2014 - September 2015
Ellwood Associates July 2013 - July 2014
Ellwood Associates October 2011 - June 2013
RBC Wealth Management May 2010 - August 2010
Fastenal May 2008 - August 2010
A. Finkl & Sons Co. December 2008 - January 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, FactSet, Morningstar, Investments, Fixed Income, Financial Modeling, Financial Analysis, Analysis, Portfolio Management, Accounting, Valuation, Auditing, Equities, Asset Management, Sales, PowerPoint
Education
University of Wisconsin-Madison 2007 — 2011
BA, History
National University of Ireland, Galway 2010 — 2010
History
Saint Viator High School 2003 — 2007
Vintage Fund Management June 2014 - Present
Granite Investment Partners January 2014 - June 2014
Jackson National Asset Management, LLC January 2011 - June 2013
Ellwood Associates September 2008 - January 2011
Skills
Mutual Funds, Asset Management, Equity Research, Private Equity, Investments, Equities, Due Diligence, Portfolio Management, Alternative Investments, Asset Allocation, Hedge Funds, Financial Modeling
Education
University of California, Los Angeles - The Anderson School of Management 2013 — 2015
Master of Business Administration (M.B.A.)
University of Iowa - Henry B. Tippie College of Business 2004 — 2008
Bachelor of Business Administration (BBA), Finance
Price Waterhouse Coopers 2010 - October 2013
Diamond Management & Technology Consultants 2006 - 2010
Diamond Management & Technology Consultants 2006 - 2010
Ellwood Associates 2003 - 2006
Skills
Talent Management, Performance Management, Succession Planning, Payroll, Human Resources, Organizational Design, HR Consulting, Deferred Compensation, HR Policies, Employee Relations, Employee Engagement, HRIS, Employee Benefits, Personnel Management, Onboarding
Education
DePaul University
Finance, General
DePaul University
Business Administration and Management, General
Ellwood Associates May 2015 - Present
The Walsh Group - Walsh Construction & Archer Western May 2014 - August 2014
Bread of Healing August 2013 - December 2013
Park District of Oak Park June 2011 - August 2012
Opportunity Knocks February 2010 - June 2011
Park District of Oak Park March 2011 - May 2011
Park District of Oak Park November 2010 - February 2011
Skills
Microsoft Office, PowerPoint, Finance, Infrastructure..., International Business, Marketing, Investment Properties, Microsoft Excel
Education
Marquette University 2011 — 2015
Finance, Business Economics, Major GPA of 3.875
Peking University
Economics, International Business
Northern Trust March 2013 - Present
Northern Trust June 2009 - February 2013
Northern Trust November 1998 - June 2009
Ellwood Associates January 1997 - November 1998
Skills
Wealth Management, Investments, Asset Allocation, Investment Strategies, Mutual Funds, Investment Advisory, Asset Management, Financial Risk, Alternative Investments, Portfolio Management, Fixed Income, Securities, Equities, Financial Services
Education
University of Chicago 1990 — 1993
MBA, Finance
Marquette University 1980 — 1984
MS, Computer Science
Mesirow Financial January 2014 - Present
Hewitt EnnisKnupp January 2010 - December 2013
Ellwood Associates February 2006 - August 2007
Skills
Hedge Funds, Financial Modeling, Alternative Investments, Portfolio Optimization, Investments, Investment Portfolios, Asset Managment, Project Management
Education
University of Iowa 2001 — 2005
University of Iowa - Henry B. Tippie College of Business 2001 — 2005
BBA, Finance
Ellwood Associates September 2000 - Present
Skills
Portfolio Management, Asset Management, Due Diligence, Investments, Equities, Fixed Income, Asset Allocation, Investment Management, Mutual Funds, Capital Markets, Investment Strategies, Strategic Planning
Education
University of Arizona 1996 — 2000
Bachelor of Science (BS), Finance, General
Ellwood Associates February 2004 - Present
Ellwood Associates September 2000 - January 2004
Ellwood Associates October 1999 - August 2000
Ellwood Associates February 1998 - September 1999
Ellwood Associates February 1997 - January 1998
Skills
Microsoft Office, People Management, Data Management, Performance Reporting, Operations Management, Business Analysis, Financial Analysis, Management, Project Management, Analysis, Mutual Funds, Strategic Planning
Education
Northern Illinois University 1992 — 1996
Bachelor of Science (BS), Finance, General
Western Asset Management January 1999 - Present
Ellwood Associates January 1994 - December 1998
Education
University of Illinois at Chicago 1987 — 1992
BA, Finance
Northern Trust Global Investments May 2012 - Present
Northern Trust Global Investments November 2010 - May 2012
MAN INVESTMENTS USA LLC July 2003 - May 2010
Ellwood Associates 2001 - 2003
Skills
Portfolio Management, Alternative Investments, Hedge Funds, Asset Management, Investments, Investment Strategies, Asset Allocation, Finance
Education
The University of Chicago - Booth School of Business 2008 — 2013
MBA, Finance, Strategic Management, Entrepreneurship
Illinois State University 1999 — 2001
B.S, Finance
Ellwood Associates August 2002 - Present
Education
University of Illinois at Urbana-Champaign 1998 — 2002
Finance
University of Illinois at Urbana-Champaign - College of Business 1998 — 2002
Ellwood Associates August 1991 - Present
Skills
Investment Management, Asset Management, Alternative Investments, Equity Research, Investment Strategies, Asset Allocation, Portfolio Management, Investments, Capital Markets, Defined Contribution, Defined Benefit, Hedge Funds, Mutual Funds, Due Diligence, Asset Managment, Fixed Income, Equities, Financial Analysis, Financial Modeling, Investment Advisory, Wealth Management, Private Equity, Emerging Markets
Education
Iowa State University - College of Business 1987 — 1991
BBA, Business Administration and Management, General
Cedar Capital July 2013 - Present
Cedar Capital April 2012 - June 2013
Ellwood Associates November 2008 - March 2012
Skills
Investments, Finance, Investment Management, Alternative Investments, Asset Management, Equities, Asset Allocation, Mutual Funds, Portfolio Management, Financial Analysis
Education
University of Colorado at Boulder - Leeds School of Business 2004 — 2008
Bachelor of Science (BS), Finance
Aramark November 2013 - Present
ZeroChaos July 2012 - November 2013
Ellwood Associates June 2012 - July 2012
Puma June 2010 - June 2012
Ellwood Associates January 2010 - June 2010
Kronos January 2000 - January 2010
Telebit January 1990 - January 2000
Skills
Kronos, Software Implementation, Software Development, Troubleshooting, Program Management, Process Improvement, Change Management, Project Management, Business Analysis, Vendor Management, Team Leadership, SDLC
Education
Franklin Pierce College
University of Massachusetts Lowell
Ellwood Associates January 2014 - Present
Ellwood Associates January 2012 - January 2014
Ellwood Associates May 2009 - January 2012
Ellwood Associates October 2008 - May 2009
Merrill Lynch June 2008 - August 2008
Skills
Investments, Portfolio Management, Morningstar Direct, FactSet, Morningstar EnCorr...
Education
University of Iowa - Henry B. Tippie College of Business 2004 — 2008
BBA, Finance, Marketing
Ellwood Associates July 2014 - Present
Ellwood Associates January 2011 - June 2014
Ellwood Associates April 2010 - January 2011
Zeus Capital Advisers August 2009 - April 2010
CME Group June 2008 - August 2008
Skills
Morningstar, Hedge Funds, Alternative Investments, Equity Research, Financial Modeling, Investment Management, Equities, Asset Management, Portfolio Management, Investments, Asset Allocation
Education
Indiana University - Kelley School of Business 2005 — 2009
B.S., Finance, Economics
Principal Global Investors August 2007 - Present
Principal Global Investors January 1998 - August 2007
Ellwood Associates October 1993 - November 1997
Skills
Relationship Management, Equities, Investments, Market Research, Asset Management, Competitive Analysis, CRM, Marketing, Marketing Communications, Equity Research, Alternative Investments, Investment Management, Mutual Funds, Investment Strategies, Asset Allocation
Education
Illinois State University 1989 — 1993
BS, Finance
Ellwood Associates January 2011 - Present
Ennis Knupp & Associates February 2006 - January 2011
National City Bank June 2005 - February 2006
Education
Bradley University 2001 — 2005
BS, Economics
Morningstar Investment Services May 2014 - Present
Morningstar January 2012 - May 2014
Ellwood Associates March 2010 - January 2012
Ellwood Associates June 2009 - June 2010
Wachovia Securities Financial Network June 2008 - August 2008
Skills
Portfolio Management, Asset Allocation, Investment Research, Client Presentation, Fixed Income, Capital Markets, Investments, Mutual Funds, Morningstar Direct, Factset
Education
University of Michigan 2005 — 2009
BA, Economics
Ellwood Associates 2010 - Present
Education
Illinois Wesleyan University 1993 — 1997
D&L Awning & Window Cleaning June 2001 - Present
Ellwood Associates March 2001 - July 2002
various places 1997 - 2002
Skills
Accounts Receivable, Payroll, Accounting, Non-profits, Microsoft Excel, Tax, Budgets, Auditing, Data Entry, Microsoft Word, Outlook, Financial Analysis, Microsoft Office, Access, PowerPoint, Administrative..., Fundraising, Customer Service, Finance, Research
Education
DePaul University
Northeastern Illinois University
Nuveen Investments October 2014 - Present
Ellwood Associates October 2014 - October 2014
Ellwood Associates July 2012 - September 2014
ICUL Service Corporation May 2010 - January 2012
Skills
Hedge Funds, Investment Management, Alternative Investments, Portfolio Management, Morningstar, Asset Managment, Financial Modeling, Credit, Performance Attribution, Bloomberg, Factset, Bloomberg Software, Tableau
Education
University of Dayton 2008 — 2012
Bachelor of Science (B.S.), Finance
Ellwood Associates January 2015 - Present
Ellwood Associates July 2014 - January 2015
Ellwood Associates October 2011 - July 2014
Ellwood Associates February 2011 - October 2011
Education
The University of Texas at Austin 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance
Ellwood Associates March 2015 - Present
The University of Iowa Krause Fund August 2014 - December 2014
TrueNorth Companies May 2014 - August 2014
United Fire Group May 2013 - August 2013
Phi Delta Theta Fraternity January 2012 - December 2012
Skills
Financial Statement..., Microsoft Excel, Risk Management, Investments, Financial Planning
Education
University of Iowa - Henry B. Tippie College of Business 2010 — 2014
Bachelor's Degree, Finance, General