Ellie M. Carolan

Associate Financial Advisor

Financial Paraplanner Qualified ProfessionalSM

[email protected]

(925) 306-4604

Fun Facts

  • Ellie is fluent in Italian.
  • Ellie loves to cook.
  • Ellie's ideal day consists of being out on a body of water and under the sun.
Ellie M. Carolan

About Ellie

“With just 15% of financial advisors being female, I look forward to breaking the industry norms.1

Background

Ellie is the youngest of Managing Partner Peter Carolan's three sisters, sharing the same upbringing. She attended Oak Knoll High School in Summit, New Jersey where she played field hockey, lacrosse, and ran track. During her time at Cornell, she participated on the Varsity Ski Team and was a member of several investment-oriented clubs. Growing up a dual citizen of Italy, Ellie has a passion for travel. Away from the office, Ellie loves outdoor activities and sports, whether it is on the water or in the mountains. Ellie maintains a strong alumni network by acting as a board member for Cornell Clubs throughout the Tri-State Area, leading networking events and local philanthropic projects. Ellie currently resides in the West Village neighborhood of Manhattan, New York. With three nieces located in Summit, New Jersey, as well as another niece & nephew located in Darien, Connecticut, Ellie often escapes the hustle and bustle of the city to spend time with them.

Experience

Ellie graduated Cum Laude from Cornell University earning a Bachelor of Science degree in Communication, with an emphasis on Persuasion and Social Influence, combined with a minor in Business. Previously, Ellie interned for one of Bravo's Million Dollar Listing real estate agents at Douglas Elliman in New York City. She also has worked as a Sales and Marketing Analyst for Real Torino, Inc.

Ellie, her mom, her nephew, and nieces
Ellie and her parents
Ellie and her siblings
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  1. Baghai, P., Howard, O., Prakash, L., & Zucker, J. (2020, July 29). Women as the next wave of growth in US wealth management. McKinsey & Company. https://www.mckinsey.com/industries/financial-services/our-insights/women-as-the-next-wave-of-growth-in-us-wealth-management