Wedbush Securities Inc., a diversified independent
financial services provider, has appointed Chris Ellis as Vice President of
Investments for its office in Pasadena. Ellis, a Certified Financial Planner,
transitions from CUSO Financial Services, aiming to broaden Wedbush’s influence
in Southern California.:
Ellis’s background as a men’s college basketball
manager at Pepperdine University and a women’s college basketball assistant
coach at the University of California, Irvine, uniquely shapes his financial
career.
With experience at CUSO Financial Services, LAPD
Financial Credit Union, and Independent Financial Group, Ellis brings a wealth
of expertise and client-focused dedication, the company noted in a statement
issued today (Friday).
Chris Mone, EVP and Head of Wealth Management at
Wedbush, emphasizes Ellis’s blend of coaching and financial acumen. Mone
underscores the firm’s dedication to assembling top-tier talent, ensuring
personalized financial services tailored to clients’ needs.
Mone mentioned: “Chris’s arrival at Wedbush
underscores our commitment to assembling a team of top-tier talent dedicated to
delivering unparalleled wealth management solutions. His unique blend of
coaching and financial expertise, coupled with his designation as a CFP, aligns
seamlessly with our approach and reinforces our mission to provide innovative
and personalized financial services.”
Ellis’ Educational Background
Ellis earned a BS in Political Science from
Pepperdine University and a Master of Education from Loyola Marymount
University, reflecting his commitment to continuous learning and professional
growth.
Established in 1955, Wedbush Securities provides
clients with a wide range of brokerage, wealth management, and investment
banking services. Headquartered in Los Angeles, California, the firm emphasizes
client service, financial safety, innovation, and advanced technology across
its 100 registered offices and nearly 900 colleagues.
Last year, Wedbush Securities unveiled its strategic expansion into the foreign exchange prime brokerage industry, marking a
significant departure from its traditional offerings in securities brokerage,
wealth management, and investment banking.
Founded nearly seventy years ago, Wedbush announced
its plans to commence the new services in May 2022, expanding its existing
multi-asset clearing services. The move signifies the firm’s commitment to
diversification and growth in response to evolving market demands.
Wedbush onboarded a cadre of seasoned executives
from Jefferies, led by industry veteran Michael Stone, to spearhead its FX
prime brokerage venture. Boasting over three decades of financial services
expertise, Stone assumed the role of Senior Vice President in Wedbush’s newly
established Fixed Income, Currencies, Commodities, and Securities Finance
(FICCS) Division.
Wedbush Securities Inc., a diversified independent
financial services provider, has appointed Chris Ellis as Vice President of
Investments for its office in Pasadena. Ellis, a Certified Financial Planner,
transitions from CUSO Financial Services, aiming to broaden Wedbush’s influence
in Southern California.:
Ellis’s background as a men’s college basketball
manager at Pepperdine University and a women’s college basketball assistant
coach at the University of California, Irvine, uniquely shapes his financial
career.
With experience at CUSO Financial Services, LAPD
Financial Credit Union, and Independent Financial Group, Ellis brings a wealth
of expertise and client-focused dedication, the company noted in a statement
issued today (Friday).
Chris Mone, EVP and Head of Wealth Management at
Wedbush, emphasizes Ellis’s blend of coaching and financial acumen. Mone
underscores the firm’s dedication to assembling top-tier talent, ensuring
personalized financial services tailored to clients’ needs.
Mone mentioned: “Chris’s arrival at Wedbush
underscores our commitment to assembling a team of top-tier talent dedicated to
delivering unparalleled wealth management solutions. His unique blend of
coaching and financial expertise, coupled with his designation as a CFP, aligns
seamlessly with our approach and reinforces our mission to provide innovative
and personalized financial services.”
Ellis’ Educational Background
Ellis earned a BS in Political Science from
Pepperdine University and a Master of Education from Loyola Marymount
University, reflecting his commitment to continuous learning and professional
growth.
Established in 1955, Wedbush Securities provides
clients with a wide range of brokerage, wealth management, and investment
banking services. Headquartered in Los Angeles, California, the firm emphasizes
client service, financial safety, innovation, and advanced technology across
its 100 registered offices and nearly 900 colleagues.
Last year, Wedbush Securities unveiled its strategic expansion into the foreign exchange prime brokerage industry, marking a
significant departure from its traditional offerings in securities brokerage,
wealth management, and investment banking.
Founded nearly seventy years ago, Wedbush announced
its plans to commence the new services in May 2022, expanding its existing
multi-asset clearing services. The move signifies the firm’s commitment to
diversification and growth in response to evolving market demands.
Wedbush onboarded a cadre of seasoned executives
from Jefferies, led by industry veteran Michael Stone, to spearhead its FX
prime brokerage venture. Boasting over three decades of financial services
expertise, Stone assumed the role of Senior Vice President in Wedbush’s newly
established Fixed Income, Currencies, Commodities, and Securities Finance
(FICCS) Division.
