About
Brian R. Ellis is the President and Owner of Brooktree Capital Management, based in Grand Rapids, MI. He is responsible for overseeing capital allocation and driving overall investment strategy for the firm, leveraging over 25 years of investment management experience. His work centers on public equity investments with a focus on compounding client capital for high-net-worth individuals and families, and he draws on significant operational experience from previously owning and operating a Midwestern food processing business.
Ellis specializes in long-term investments in high-quality businesses, with a core expertise in equity asset management and a strong emphasis on fundamental analysis. He primarily works within the public equities sector and guides strategies that seek to outperform market averages by targeting companies with enduring competitive advantages.
He holds a Bachelor of Business Administration with a major in Accountancy from the University of Notre Dame, and an MBA focused on Finance from the University of Michigan. Known for blending real-world operating insight with rigorous investment analysis, Ellis has also contributed to his community through leadership and volunteer service in various local organizations.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Brooktree Capital Management | President | Aug 1996 to Present | Since 1996, founder Brian R Ellis has been managing assets for various clients. He maintains a highly customized approach to investing and has developed a set of strategies that support his unique met... |
| BHI Senior Living | Member Board Of Directors | May 2022 to Present | — |
| Clark Foundation | Member of the Board | Oct 2015 to Present | Clark Retirement Community was founded in 1906, and for more than 100 years has created a community of dignity, compassion and respect centered on the lives of older adults and those who care for them... |
| D.A. Blodgett - St. John's | Advisory Council Member | Sep 2015 to Present | D.A. Blodgett - St. John’s is an agency that works in partnership with our community for the good of all children. They are local, non-profit and accredited. They provide comprehensive services to chi... |
| Kent Intermediate Association of School Boards | President | Jul 2013 to Oct 2013 | — |
| Kent Intermediate Association of School Boards | Vice President | Jun 2012 to Jun 2013 | The Kent Intermediate Association of School Boards is comprised of school districts that are constituents of Kent Intermediate School District. The purpose is to improve the services rendered by schoo... |
| East Grand Rapids Public Schools | Board Trustee | Jan 1998 to Oct 2013 | Served as longest running board president for 8 1/2 years, treasurer for another year and currently serving as vice president. As an elected board trustee, Brian was responsible for overall district g... |
| D.A. Blodgett - St. John's | Board Member | Jan 2002 to Jan 2008 | Board member for agency that provides foster parents and other critical support to neglected and abused children. |
| Michigan Strategic Fund (formerly Technology Tri-Corridor Steering Committee ) | Committee Member | Jan 2003 to Jan 2006 | I was appointed by the Governor as the designee from the Senate Majority Leader. |
| J.R. Simplot Company | VP Strategic Planning | Jan 1994 to Jan 1995 | Complete strategic oversight for Food Group Operations Member of corporate technology committee Led acquisition team to Australia for significant complimentary business purchase |
| Mid-America Potato Co. | President and Owner | Jan 1985 to Jan 1994 | Over all corporate responsibility for 200+ employees in the following areas—Human Resources, Finance, Government Relations, Marketing and Operations. |
| General Foods Corporation | Financial Analyst | Jan 1984 to Jan 1985 | Analyze various food product categories supporting company marketing operations. |
Education
University of Michigan Business School
Master of Business Administration (MBA), Finance, General
1982 — 1984
University of Notre Dame
Bachelor of Business Administration (BBA), Accounting
1978 — 1982
Others at Brooktree Capital Management (1)
| Name | Role | Location |
|---|---|---|
 | Partner, Vice President - Portfolio Manager | Grand Rapids, MI , United States |