Ellis serves as a Managing Director in Fixed Income Research for Raymond James. His primary responsibilities include product and portfolio analysis for institutional fixed income investors with an emphasis on Total Rate of Return strategies, Insurance Services, and Municipalities.
Ellis spent over 10 years in fixed income portfolio management, most recently as Director of Fixed Income for the Employees Retirement System of Texas where he was responsible for the overall management of a $6B fixed income portfolio benchmarked against the Barclays Aggregate index. His experience includes managing most mortgage, agency, corporate, CMBS, ABS and U.S. treasury portfolios. Prior to joining Morgan Keegan, Ellis was the Agency and Market Strategist and Head Technical Strategist for FTN Financial where he worked with portfolio managers across asset classes on various total return strategies.
He earned his MBA from The University of Texas at Austin and his B.S. in Finance from the University of New Orleans and holds the Chartered Financial Analyst® and Chartered Market Technician designations.