Investment Management Analyst
With 17 years in the financial industry, Paul Bertrand Ellis brings deep expertise to lead PCSI Design’s financial and business strategies.
Paul is a Certified Investment Management Analyst (CIMA) through IMCA and the Wharton School of Business at the University of Pennsylvania. He is also a member of the Investment Management Consultants Association and an Official Financial Advisor of the Merrill Lynch National Football League Financial Advisory Network
Paul is dedicated to delivering a strong, value-based approach, professional service and open communication to advocate for PCSI Design and its clients.
A graduate of the University of Washington, Paul served as the former President of the Office of Minority Affairs Friends of the Educational Opportunity Program at the University of Washington.
In 2007, Seattle Magazine named Paul to its list of Best Wealth Managers.