About
Jason Ellis is an Analyst at Artemis Wealth Advisors in New York, NY, where he provides investment research and portfolio analysis for high net worth families and foundations. His role centers on conducting deep macroeconomic analysis, assisting in multi-generational wealth management, and supporting Artemis's bespoke advisory services focused on tailored asset allocation and portfolio construction for clients with complex financial needs.
Jason's expertise includes multi-asset portfolio strategy, quantitative research, and supporting the outsourced CIO framework for family offices. At Artemis, he primarily engages with public and private market investments, helping the firm manage allocations across equities, fixed income, alternative assets, and private funds in alignment with the financial goals and risk profiles of client families.
Before joining Artemis in 2018, Jason was a Bloomberg Lab Graduate Assistant at NYU Tandon School of Engineering and a Private Fund Analyst at Krung Thai Asset Management. He holds an MS in Financial Mathematics from New York University, an MA in Economics from Chulalongkorn University, and a BS in Biological and Biomedical Sciences from The University of Auckland. His background in both quantitative finance and economics underpins his analytical approach to asset management, especially in sophisticated multi-asset and private market solutions.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Artemis Wealth Advisors | Analyst | Sep 2018 to Present | • Assisted multi-asset portfolio manager in USD1.5bln macro-oriented private fund, to cover economic research, indicator updates, and portfolio rebalancing. • Streamlined internal performance reports,... |
| NYU Tandon School of Engineering | Bloomberg Lab Graduate Assistant (part-time) | Jun 2017 to May 2018 | • Provided support and recommendation to financial engineering students towards completing their training on the Bloomberg Market Concepts course. Assisted graduate students with data extraction. |
| Krung Thai Asset Management | Private Fund Analyst (BD2 team) | Feb 2016 to Jul 2016 | • Managed clients’ relationship and private investment accounts of high net worth corporations (combined AUM of over USD 700 million), invested in local fixed-income and equity instruments. • Led memb... |
| International Business Machines, IBM Thailand | Consultant | Nov 2012 to Mar 2015 | • Analyzed and streamlined deployment of a complex core banking project in one of the largest bank in Thailand. A nationwide system upgrade (account transactions, loans, EDW, etc.) to meet business an... |
| Kullapat Medical Polyclinic. A Fertility Clinic. | Scientist | Feb 2009 to Mar 2011 | • Conducted lab research, data mining, trend and correlation analysis that led to peer review journal and research publication. The publications are “Immature Oocytes in Apparent Empty Follicle Syndro... |
Education
New York University
Master of Science - MS, Financial Mathematics
2016 — 2018
Chulalongkorn University
Master of Arts - MA, Economics
2011 — 2012
The University of Auckland
Bachelor of Science - Bio-MedicalScience Specialization, BIOLOGICAL AND BIOMEDICAL SCIENCES
2005 — 2008
Others at Artemis Wealth Advisors, LLC (2)
| Name | Role | Location |
|---|---|---|
| Founder and Chief Investment Officer | New York, NY , United States | |
| Portfolio Manager | New York, NY , United States |
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