Ellen Cunningham

Ellen is a Private Client Relationship Manager with over 20 years of experience in the financial services industry.  A native Midwesterner, Ellen has wide-ranging experience in private banking and wealth management solutions.  Together, with a team of expert professionals, she works closely with her clients to help attain their financial goals.

“Relationships are built on the fundamental value of trust.  I strive to achieve this with every client. Integrity, responsiveness, unbiased advice and personalized service are of utmost importance.  My colleagues and I are committed to the client experience and work diligently to assist with the achievement of their ultimate financial goals.”

Areas of Specialty

• Relationship Management for High Net Worth Individuals
• Customized Personal Lending and Deposit Solutions
• Customized Mortgages
• Wealth Management
• Estate and Financial Planning
• Trust and Fiduciary Services

Background and Credentials

• College of the Holy Cross, Dean’s List
• Courtauld Institute of Art, University of London, Postgraduate Degree
• The Cannon Financial Institute Wealth Management Training Certification
• NMLS #526082

Community and Professional Involvement

• Actively volunteers for various local non-profit organizations