Ellis Davenport Hummel
Analyst-Equity at Bahl & Gaynor, Inc.
Profile
Mr. Ellis D.
Hummel is a Senior Wealth Advisor & Principal at Bahl & Gaynor, Inc. He is also a Portfolio Manager focused on working primarily with high net worth individuals and families.
His expertise extends into Bahl & Gaynor’s financial planning efforts available to direct clients of the firm and includes cash flow planning, generational wealth preservation and transfer, and developing strategies for those in and working towards retirement.
Mr. Hummel is a Member of the Investment Committee, covering the Transportation and Utilities sectors.
Prior to joining Bahl & Gaynor, Mr. Hummel previously worked as a Vice President and Portfolio Manager at Haberer Registered Investment Advisors, Portfolio Manager at Foster & Motley, Inc., Branch Manager at Charles Schwab & Company, Inc., Financial Representative at Fidelity Investments and Mutual Fund Sales & Administrative Representative at Gradison McDonald & Company Securities.
He received his Bachelor of Arts major in government degree from Skidmore College.
Mr. Hummel is also a Certified Financial Planner professional.
Ellis Davenport Hummel active positions
| Companies | Position | Start |
|---|---|---|
Bahl & Gaynor, Inc.
 Bahl & Gaynor, Inc. Investment ManagersFinance Bahl & Gaynor, Inc. (B&G) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Cincinnati, Ohio. They also do-business-as Bahl & Gaynor Investment Counsel. The firm was founded by William Bahl and Vere Gaynor in 1990. B&G provides advisory services to individual and institutional clients. | Analyst-Equity | 2008-01-31 |
Former positions of Ellis Davenport Hummel
| Companies | Position | End |
|---|---|---|
Haberer Registered Investment Advisor, Inc.
 Haberer Registered Investment Advisor, Inc. Investment ManagersFinance Founded in 1977, Haberer Registered Investment Advisors, Inc. is a fee-only investment advisor that manages portfolios for individuals, families, trusts, endowments, foundations and corporate clients. They are based in Cincinnati, Ohio. | Portfolio Manager-Equities | 2007-12-30 |
Foster & Motley, Inc.
 Foster & Motley, Inc. Investment ManagersFinance Foster & Motley, Inc. is an independent, SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded by W. Mark Motley and David “Dave” Foster in 1997. Foster & Motley provides investment advisory services to individuals, families, corporations, pension and profit-sharing plans, and charitable organizations. | Portfolio Manager-Equities | 1999-12-30 |
| Fidelity Investments (New York) | Corporate Officer/Principal | - |
Charles Schwab & Co., Inc.
 Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Corporate Officer/Principal | - |
Training of Ellis Davenport Hummel
| Skidmore College | Undergraduate Degree |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
Bahl & Gaynor, Inc.
Bahl & Gaynor, Inc. Investment ManagersFinance Bahl & Gaynor, Inc. (B&G) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Cincinnati, Ohio. They also do-business-as Bahl & Gaynor Investment Counsel. The firm was founded by William Bahl and Vere Gaynor in 1990. B&G provides advisory services to individual and institutional clients. | Finance |
Haberer Registered Investment Advisor, Inc.
Haberer Registered Investment Advisor, Inc. Investment ManagersFinance Founded in 1977, Haberer Registered Investment Advisors, Inc. is a fee-only investment advisor that manages portfolios for individuals, families, trusts, endowments, foundations and corporate clients. They are based in Cincinnati, Ohio. | Finance |
Foster & Motley, Inc.
Foster & Motley, Inc. Investment ManagersFinance Foster & Motley, Inc. is an independent, SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded by W. Mark Motley and David “Dave” Foster in 1997. Foster & Motley provides investment advisory services to individuals, families, corporations, pension and profit-sharing plans, and charitable organizations. | Finance |
Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Finance |
| Fidelity Investments (New York) |
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