Ellen Le's Page

What is your line of work (profession)?

Fiduciary Investment Advisor

What is your job title or description?

President

Company Name

Ascend Investment Manager

Your website

http://Ascendinvmgt.com

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

http://LinkedIn.com/in/ellen-Le-a9905611

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.