Juliet Ellis
Director/Board Member at DONNELLEY FINANCIAL SOLUTIONS, INC.
Net worth: 4 M $ as of 2024-05-30
Profile
Juliet S.
Ellis is currently working as a Director at Apache Corp., as well as a Director at The Methodist Hospital.
She is also an Independent Director at Donnelley Financial Solutions, Inc., APA Corp., and a Member at Women Corporate Directors.
In her former positions, Ms. Ellis worked as a Managing Director & Senior Manager-Portfolio at Invesco Ltd.
She was also a Managing Director at JPMorgan Fleming Asset & Wealth Management from 2000 to 2003.
Prior to that, she worked as a Financial Consultant at Merrill Lynch, Pierce, Fenner & Smith, Inc. from 1981 to 1986.
Ms. Ellis also served as a Portfolio Manager at JPMorgan Chase & Co. from 1987 to 2004.
She then became a Senior Portfolio Manager & CIO at Invesco Advisers, Inc. from 2004 to 2019, and Chief Investment Officer-US Growth Equities at Invesco, Inc. from 2008 to 2019.
Ms. Ellis obtained her undergraduate degree from Indiana University in 1981.
Known holdings in public companies
Company | Date | Number of shares | Valuation | Valuation date |
---|---|---|---|---|
2024-05-14 | 56,218 ( 0.19% ) | 3 M $ | 2024-05-30 | |
APA CORPORATION
0.00% | 2024-05-21 | 8,045 ( 0.00% ) | 245 614 $ | 2024-05-30 |
Juliet Ellis active positions
Companies | Position | Start |
---|---|---|
DONNELLEY FINANCIAL SOLUTIONS, INC. | Director/Board Member | 2018-10-10 |
APA CORPORATION | Director/Board Member | 2019-04-30 |
The Methodist Hospital
The Methodist Hospital Hospital/Nursing ManagementHealth Services The Methodist Hospital owns and operates general medical hospitals. The firm provides services for cancer, gastroenterology and GI surgery, neurology and neurosurgery, orthopedics, and sports medicine and transplant. The company was founded in 1919 and is headquartered in Houston, TX. | Director/Board Member | - |
Apache Corp.
Apache Corp. Oil & Gas ProductionEnergy Minerals Apache Corp. operates as an energy company, which engages in the exploration, development, and production of natural gas, crude oil, and natural gas liquids. The company was founded by Truman Anderson, Raymond Plank, and Charles Arnao on December 6, 1954 and is headquartered in Houston, TX. | Director/Board Member | 2019-05-27 |
Women Corporate Directors
Women Corporate Directors Miscellaneous Commercial ServicesCommercial Services Women Corporate Directors is a membership organization of women directors of public and large private companies. The non-profit company is based in New York, NY and has subsidiaries in Italy. The company was founded by Mary Beth Vitale, Véronique Morali, Linda Eskind Rebrovick, Deborah A. Peacock, and Darcy A. Howe. The CEO is Susan C. Keating. | Corporate Officer/Principal | - |
Former positions of Juliet Ellis
Companies | Position | End |
---|---|---|
Invesco Advisers, Inc.
Invesco Advisers, Inc. Investment ManagersFinance Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds. | Head-Equity Investments | 2019-02-28 |
INVESCO PLC (CAN) | Corporate Officer/Principal | 2019-02-28 |
Invesco, Inc.
Invesco, Inc. Investment ManagersFinance Invesco, Inc. provides investment management services. The company is headquartered in Nashville, TN. | Corporate Officer/Principal | 2018-12-31 |
JPMORGAN CHASE & CO. | Corporate Officer/Principal | 2003-12-31 |
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Training of Juliet Ellis
Indiana University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Listed companies | 3 |
---|---|
DONNELLEY FINANCIAL SOLUTIONS, INC. | Technology Services |
JPMORGAN CHASE & CO. | Finance |
INVESCO PLC (CAN) | Finance |
Private companies | 9 |
---|---|
Invesco Advisers, Inc.
Invesco Advisers, Inc. Investment ManagersFinance Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds. | Finance |
Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/
Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPFS) is the SEC-registered broker/dealer subsidiary of Merrill Lynch & Co., Inc., ultimately held by Charlotte-based Bank of America Corp. (NYSE: BAC). The firm was founded in 1958 and is headquartered in New York City. In 2010, Banc of America Securities LLC merged with MLPFS and the firm uses the trade name Bank of America Merrill Lynch. MLPFS's global strategy and economics team serves institutional and individual investors using a wide range of macroeconomic disciplines. Their analysis of global issues provides clients with investment ideas, market forecasts, macro overviews and specific sector recommendations across asset classes, regions and disciplines. Their equity research team conducts fundamental analysis on companies globally and provides institutional and retail clients with industry-specific and in-depth research and analysis on numerous industries. The firm's global fixed-income and equity-linked research focuses on fixed-income and equity derivatives, fixed-income strategy, convertibles, commodities, high-yield, mortgages, municipals and global foreign exchange. | Finance |
JPMorgan Fleming Asset & Wealth Management
JPMorgan Fleming Asset & Wealth Management Investment ManagersFinance Part of JPMorgan Chase & Co., JPMorgan Fleming Asset & Wealth Management provides asset management services. The company is based in New York, NY. | Finance |
The Methodist Hospital
The Methodist Hospital Hospital/Nursing ManagementHealth Services The Methodist Hospital owns and operates general medical hospitals. The firm provides services for cancer, gastroenterology and GI surgery, neurology and neurosurgery, orthopedics, and sports medicine and transplant. The company was founded in 1919 and is headquartered in Houston, TX. | Health Services |
Invesco, Inc.
Invesco, Inc. Investment ManagersFinance Invesco, Inc. provides investment management services. The company is headquartered in Nashville, TN. | Finance |
Apache Corp.
Apache Corp. Oil & Gas ProductionEnergy Minerals Apache Corp. operates as an energy company, which engages in the exploration, development, and production of natural gas, crude oil, and natural gas liquids. The company was founded by Truman Anderson, Raymond Plank, and Charles Arnao on December 6, 1954 and is headquartered in Houston, TX. | Energy Minerals |
Women Corporate Directors
Women Corporate Directors Miscellaneous Commercial ServicesCommercial Services Women Corporate Directors is a membership organization of women directors of public and large private companies. The non-profit company is based in New York, NY and has subsidiaries in Italy. The company was founded by Mary Beth Vitale, Véronique Morali, Linda Eskind Rebrovick, Deborah A. Peacock, and Darcy A. Howe. The CEO is Susan C. Keating. | Commercial Services |
APA Corp. | |
The Phi Beta Kappa Society
The Phi Beta Kappa Society Miscellaneous Commercial ServicesCommercial Services The Phi Beta Kappa Society operates as an organization for liberal arts and science education. The non-profit company is based in Washington. | Commercial Services |
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