Ellen Cunningham

Ellen Cunningham
Vice President
,
Relationship Manager
Phone
ext. 4631
Mobile Phone
Email Address

Bio

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