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California RIA Takes On Former JP Morgan MD

Eliane Chavagnon Reporter May 8, 2012

California RIA Takes On Former JP Morgan MD

Beverly Hills Wealth Management, the registered investment advisory firm serving high net worth individuals, families and businesses, has hired Joe Ellison as a senior vice president and wealth management advisor.

In his new role, Ellison will concentrate on HNW portfolio construction and investment management, the firm said. 

Prior to Beverly Hills, Ellison was a managing director at JP Morgan from 2009 to 2012, and a senior vice president at Morgan Stanley from 1992 until 2009, where he worked with corporations, as well as individuals, developing 401(k) plans, managing cash, bond and equity portfolios, and building estate plans.

BHWM, based in Beverly Hills, CA, was founded in 2010 and is led by Margaret Black-Scott. 

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