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Ellen Le
  • Female
  • Lewes, DE
  • United States
  • Fiduciary Investment Advisor
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Ellen Le's Page

Latest Activity

Ellen Le was featured
Jun 8, 2020
Ellen Le updated their profile
May 15, 2020
Ellen Le is now a member of JBN | Jewish Business Network
May 15, 2020

Profile Information

What is your line of work (profession)?
Fiduciary Investment Advisor
What is your job title or description?
Company Name
Ascend Investment Manager
Your website
Business affiliations
Chartered Financial Analyst Institute, Southern Delaware Estate Planning Council, Financial Industry Regulatory Authority
Jewish Organization(s) (past and present)
Seaside Jewish Community, Hadassah
LinkedIn Address
Brag about yourself - what makes you great at what you do?
I manage investment portfolios with a great deal of experience and knowledge under my belt. I’m a fee-only fiduciary advisor and always act in the best interest of my clients. I’m accessible and trustworthy and work hard to protect my clients’ hard earned Shekels.
What types of business contacts are you looking to make?
Always welcoming new clients that fit with my investment discipline and style. I’m also looking for another Registered Investment Advisor (RIA) in the north Wilmington or metro Philly area to partner with.

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