Katelyn Baehrle

Client Services Manager at Ellis Investment Partners, LLC. - Berwyn, PA, US

Katelyn Baehrle's Colleagues at Ellis Investment Partners, LLC.
Jonathan Smith

Financial Planning & Portfolio Consultant

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Ross Muldoon

Director of Portfolio Management Operations

Contact Ross Muldoon

Derek Lemke

Certified Financial Planner

Contact Derek Lemke

Nick Sun

Portfolio Strategist

Contact Nick Sun

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Katelyn Baehrle's Contact Details
HQ
484-320-6300
Location
Company
Ellis Investment Partners, LLC.
Katelyn Baehrle's Company Details
Ellis Investment Partners, LLC. logo, Ellis Investment Partners, LLC. contact details

Ellis Investment Partners, LLC.

Berwyn, PA, US • 20 - 49 Employees
Financial Services

Ellis Investment Partners LLC (EIP LLC) is a Registered Investment Adviser which provides investment management and financial planning services. Named after Ellis Island, the firm is comprised of professionals with significant years of experience within the financial services industry where many of the team members have been together for 10 to 20+ years. EIP LLC registered with the U.S. Securities and Exchange Commission in 2012 as a result of overwhelming support from colleagues and clients to move forward as an independent entity, staying true to the firm's business philosophy.

Investment Management Financial Planning Wealth Management Investment Managment Retirement Planning Investment Bank/Securities Brokerage Financial Advisory Services Financial Services
Details about Ellis Investment Partners, LLC.
Frequently Asked Questions about Katelyn Baehrle
Katelyn Baehrle currently works for Ellis Investment Partners, LLC..
Katelyn Baehrle's role at Ellis Investment Partners, LLC. is Client Services Manager.
Katelyn Baehrle's email address is ***@ellisinvestmentpartners.com. To view Katelyn Baehrle's full email address, please signup to ConnectPlex.
Katelyn Baehrle works in the Financial Services industry.
Katelyn Baehrle's colleagues at Ellis Investment Partners, LLC. are Antoinette Sun, Jonathan Smith, Ross Muldoon, Jennifer Garrett, Derek Lemke, David Sun, Nick Sun and others.
Katelyn Baehrle's phone number is 484-320-6300
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