Johnson Financial Group
Kelsey Ellsworth, CFA, serves as a Wealth Portfolio Manager and Analyst Team Lead at Johnson Financial Group since February 2019, where leadership responsibilities include overseeing a team of portfolio analysts and collaborating with various departments to provide centralized portfolio management services. Previously, Kelsey worked at Fifth Third Bank from June 2014 to February 2019, holding roles such as Portfolio Manager and Associate Portfolio Manager within the Private Client Services group and participating in the Wealth and Asset Management Leadership Program. Early experience includes serving as an Equity Research Analyst at The Davis Center for Portfolio Management at the University of Dayton, managing a significant equity endowment fund. Kelsey holds an MBA from Marquette University and a BS in Business Administration from the University of Dayton.
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