The Ellerson Group, Inc.
The Ellerson Group, Inc. is an independent investment advisory and asset management company based in Annapolis, Maryland. Established in 1995, the company is tailored to meet the diverse needs of high net worth families in developing their long range plans and the comprehensive management of their financial assets. We are defined by a singular idea: our commitment to our clients' personal success through our distinctive customization of:
- Family Wealth Management
- Portfolio Construction
- Mutual Fund Modulation
- Estate Planning
- Tax Planning
- Retirement Plan Support
- College Savings Plans
- Business Finance Support
- Philanthropic Planning
- Executive Compensation Monitoring
- Insider Stock Sales Management
James P. Ellerson
James P. Ellerson is the founder and CEO of The Ellerson Group, Inc. It was his vision in 1995 to create one of the first fee only planing and investment services in Maryland.
Previously, Jim served as an Investment Advisory Representative with Alex Brown & Sons for 13 years. In total, Jim has over 33 years of experience providing investment advice and services to his clients.
Throughout his career, Jim has been very active in the local community. He is currently a member of the Board of Trustees of The Anne Arundel Medical Center, the parent organization to our local hospital. In this role, he serves on several committees including the Finance and Long Range Planning committees. Jim is also chair of the Investment committee.
He previously served on The Key School Board of Trustees where he was active on the Finance committee and others. For many years, he was the Investment Committee Chair for the school's growing endowment. Jim is also a Past President of The Rotary Club of Annapolis.
Jim and his wife, Lorraine, live in Eastport in Annapolis, where they enjoy the downtown life in the state’s capital and all the benefits brought to the community by our proximity to the Chesapeake Bay.
A Massachusetts native, Marsha graduated from Fisher College in Boston. Marsha and her husband Paul spent the first 25 years of their marriage traveling the world, Paul as a Naval aviator and Marsha in the "toughest job in the Navy," a Navy wife.
Marsha entered the financial services industry in 1992, with Legg Mason in Annapolis as a Customer Service Representative for four brokers.
Marsha joined The Ellerson Group, Inc. in 1998 as Office Manager. As such she is responsible for front and back office operations and is a key member of the team responsible for maintaining The Ellerson Group, Inc.'s reputation for superior client relationships and service.
David, a Connecticut native, has a B.A. in Economics from the University of Michigan and a MBA from Boston University. He has over 13 years of experience in portfolio management and investment research and earned the CFA designation in 2006.
David began his career in 2000 at Bridgewater Associates, a prominent hedge fund. After graduate school he managed portfolios at a family office as well as at an independent RIA he started.
David and his fiance live in Baltimore where they enjoy tennis, golf and cooking together.