As Director of Operations, Ellen assumes the responsibility of overseeing administrative support and client service. She prepares and audits documentation, manages client transactions, maintains digital documents, and drives operational performance through process management.
As Eliot’s daughter she has watched the business grow and develop over her lifetime and is deeply committed to the service we provide for our clients.
Ellen joined The Investors Center full-time in 2012 after working with us part-time while in high school. She is a Financial Paraplanner Qualified Professional (FPQP™) and earned her degree from Le Cordon Bleu College of Culinary Arts.