Henry Ellis

Background

About Henry Ellis

With over 5 years of experience, Henry is a CERTIFIED FINANCIAL PLANNER® and a CFA Level 2 candidate, specializing in tax planning, investment management, retirement planning, and risk management. He also has experience working with retirement plans and other deferred compensation vehicles. To this end, he maintains NAPA Certified Plan Fiduciary Advisor® and Nonqualified Plan Advisor™ designations. Henry began his career after graduating from Cornell University with a double major in Economics and Math. While at Cornell, he led the Varsity Lightweight Rowing Team to two National Championships, earning First Team All-Ivy and Academic All-Ivy honors. Outside of the office, Henry is an avid outdoorsman—and can often be found mountain biking, skiing, rock climbing, or running ultramarathons.