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Joseph M
Series 63, Series 65, Series 66
San Jose, CA
Ellis Investment Partners, LLC
Joseph Mcginley is a financial advisor with Ellis Investment Partners, LLC in San Jose, CA, holding Series 63, 65, and 66 licenses and bringing 27 years of industry experience. His background includes roles at several entertainment, technology, and financial firms, and he serves on the boards of the SAG-AFTRA San Francisco-Northern California Labor Union and the Hunters Point Biomonitoring Foundation. Ellis Investment Partners provides investment advisory and planning services to a diverse client base including high-net-worth individuals, trusts, businesses, and retirement plans. The firm uses a dynamic asset-allocation approach and offers customized portfolio management with a notable retirement plan practice that serves both fiduciary and non-fiduciary plan sponsors.
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