“Diligent and timely research paired with effective communication is essential to us for creating an informed and personalized financial planning experience for our clients.”

Follow us

Ellen W. Anderson

Investment Operations Associate & Compliance Assistant

Ellen joined TFG in August 2017 as an Investment Operations Associate & Compliance Assistant. As a valuable member of the investment team, she performs data management, investment research, client billing, and quarterly reporting duties. Ellen earned her Bachelor’s degree in Finance from Virginia Tech in 2011, and has over five years of experience in the financial services industry working with high net worth and institutional client relationships. She has also passed Level I of the Chartered Financial Analyst (CFA) exam series and holds her Series 65 license.

Talk to Ellen: investment research :: quarterly reporting questions :: client billing :: ClientView Live questions

Personal Interests: Ellen enjoys spending her free time with her husband and their dog, cooking, learning German, yoga, dancing, and being outdoors.

Favorite Food: Tie between fresh seafood and fresh fruit.

Ideal Vacation Spot: Anywhere where family is, preferably somewhere near the ocean.

Did you know?: Ellen travelled to five European countries while studying abroad for a summer during college. Since then she has made almost half a dozen trips back to the continent, adding two additional countries to her list. She hopes to continue her tour de Europe in the coming years!