Profil
Mr. Ellis D.
Hummel is a Principal & Senior Portfolio Manager at Bahl & Gaynor, Inc. He works primarily with high net worth individuals and families.
His expertise extends into Bahl & Gaynor’s financial planning efforts available to direct clients of the firm and includes cash flow planning, generational wealth preservation and transfer, and developing strategies for those in and working towards retirement.
Mr. Hummel is a Member of the Investment Committee, covering the Transportation and Utilities sectors.
Prior to joining Bahl & Gaynor, Mr. Hummel previously worked as a Vice President and Portfolio Manager at Haberer Registered Investment Advisors, Portfolio Manager at Foster & Motley, Inc., Branch Manager at Charles Schwab & Company, Inc., Financial Representative at Fidelity Investments and Mutual Fund Sales & Administrative Representative at Gradison McDonald & Company Securities.
He received his Bachelor of Arts major in government degree from Skidmore College.
Mr. Hummel is also a Certified Financial Planner professional.
Postes actifs de Ellis Davenport Hummel
| Sociétés | Poste | Début |
|---|---|---|
Bahl & Gaynor, Inc.
Bahl & Gaynor, Inc. Investment ManagersFinance B&G employs a unified fundamental investment philosophy predicated on long-term ownership of high-quality businesses that they believe are uniquely capable of compounding capital and dividends at attractive growth rates. | Analyst-Equity | 01/02/2008 |
Anciens postes connus de Ellis Davenport Hummel
| Sociétés | Poste | Fin |
|---|---|---|
Haberer Registered Investment Advisor, Inc.
Haberer Registered Investment Advisor, Inc. Investment ManagersFinance Haberer is a large-cap growth manager. They use bottom-up analysis to identify stocks with good historical and future annual earnings growth rates, sound balance sheets, experienced management, low long-term debt, market leadership and solid ROE. | Gestionnaire de Portefeuille-Actions | 31/12/2007 |
Foster & Motley, Inc.
Foster & Motley, Inc. Investment ManagersFinance Foster & Motley follows either a value or growth investment approach. Their ideal stock purchase candidate offers a combination of greater than average dividend yield, greater than a market dividend growth, lower valuation, and higher quality. The firm utilizes a bottom-up analysis of the fundamentals of individual companies and their securities. | Gestionnaire de Portefeuille-Actions | 31/12/1999 |
Fidelity Investments (New York)
Fidelity Investments (New York) Investment ManagersFinance Provides financial advisory, retirement planning, securities trading and wealth management services | Corporate Officer/Principal | - |
Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc. Investment Banks/BrokersFinance Provides financial instruments, securities brokerage and investment advisory services | Corporate Officer/Principal | - |
Formation de Ellis Davenport Hummel
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Bahl & Gaynor, Inc.
Bahl & Gaynor, Inc. Investment ManagersFinance B&G employs a unified fundamental investment philosophy predicated on long-term ownership of high-quality businesses that they believe are uniquely capable of compounding capital and dividends at attractive growth rates. | Finance |
Haberer Registered Investment Advisor, Inc.
Haberer Registered Investment Advisor, Inc. Investment ManagersFinance Haberer is a large-cap growth manager. They use bottom-up analysis to identify stocks with good historical and future annual earnings growth rates, sound balance sheets, experienced management, low long-term debt, market leadership and solid ROE. | Finance |
Foster & Motley, Inc.
Foster & Motley, Inc. Investment ManagersFinance Foster & Motley follows either a value or growth investment approach. Their ideal stock purchase candidate offers a combination of greater than average dividend yield, greater than a market dividend growth, lower valuation, and higher quality. The firm utilizes a bottom-up analysis of the fundamentals of individual companies and their securities. | Finance |
Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc. Investment Banks/BrokersFinance Provides financial instruments, securities brokerage and investment advisory services | Finance |
Skidmore College
Skidmore College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Fidelity Investments (New York)
Fidelity Investments (New York) Investment ManagersFinance Provides financial advisory, retirement planning, securities trading and wealth management services | Finance |
















