Brian Ellis, CFA

Brian Ellis, CFA is a Managing Director and Portfolio Manager in the Broad Markets Fixed Income division at Morgan Stanley, a position he has held since January 2022.14 With over 15 years of experience in the investment management industry, Ellis has established himself as a seasoned professional in fixed income portfolio management and risk analysis.

Career Progression

Current Role: Ellis currently serves as a Managing Director and Portfolio Manager on the Broad Markets Fixed Income team at Morgan Stanley Investment Management.3 In this capacity, he leverages his expertise to manage various fixed income portfolios and strategies.

Previous Positions: Prior to joining Morgan Stanley, Ellis worked at Calvert Research and Management as a Vice President and Fixed Income Portfolio Manager, where he focused on multi-sector strategies.1 His experience also includes roles such as:

• Senior Business Analyst
• Senior Fixed Income Risk Analyst

These positions have contributed to his strong background in portfolio management, risk analysis, and investment technology.1

Education and Credentials

Ellis holds a Bachelor of Science degree in Finance and Information Systems from Salisbury University.15 He has also earned the Chartered Financial Analyst (CFA) designation, which is a globally recognized credential for investment management professionals.

Professional Network

Brian Ellis maintains an active presence on LinkedIn under the username "bsellis".2 His profile indicates that he is based in the Boston area and has over 500 connections on the professional networking platform, suggesting a well-established network within the financial services industry.2

Ellis's expertise in fixed income markets and his role at a major financial institution like Morgan Stanley position him as a notable figure in the investment management field, particularly in broad markets fixed income strategies.