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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Johnson Financial Group
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The Johnson Financial Group family is proud to offer a comprehensive suite of banking and wealth services. Johnson Financial Group provides: • full line of banking services including wealth, mortgage, leasing, consumer and commercial banking through over 30 locations in Wisconsin and Minnesota. • management services for individuals, families and commercial pilots, and institutional advisory services for public and private foundations and endowments. Values We believe in acting with ethics and integrity in all we do. We believe in the importance of customers, and hold ourselves accountable for our interactions. We believe in the dignity of all people and the strength of teams. We believe in the importance of family and community. Social Responsibility Embedded in our culture is a genuine sense of mission to make our communities better because we're there. This philosophy is anchored in the philanthropic spirit of the Johnson family and demonstrated in the way we operate and the individual actions of our associates. Employees We employ more than 1,000 talented associates. Our organization has unusually low turnover, extraordinarily high employee engagement and rigorous hiring standards. Ownership Johnson Financial Group, SC Johnson and Johnson Outdoors, are Johnson family business enterprises headquartered in Racine, Wisconsin. They are separate, independent companies headed by a member of the fifth generation of the Samuel C. Johnson family. They share the same core-set of values, and are leaders in their respective markets. Principal owners of Johnson Financial Group are members of the Samuel C. Johnson family including Helen Johnson-Leipold, who serves as Chairman of Board.