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John Ellison

John Ellison

Senior Associate at Ironwood Investment Counsel, LLC

Scottsdale, AZ , United States

About

John Ellison is a Senior Associate at Ironwood Investment Counsel, LLC, a registered investment advisory firm based in Scottsdale, Arizona. In his current role, he is focused on supporting portfolio management, conducting investment research, and contributing to the equity strategies team, where he helps oversee concentrated portfolios of high-quality U.S. equities and dividend-focused investments. His expertise is rooted in value investing and identifying companies with strong competitive advantages and consistent capital returns, primarily within large-cap U.S. equities.

John's career in financial services began at his family’s firm, John Ellison Advisory Group, where he gained experience in comprehensive financial and estate planning, proprietary economic modeling, and direct client engagement. Prior to joining Ironwood in 2021, he also completed a tax internship, further broadening his financial analytical skillset. He has progressively advanced within Ironwood, starting as an Investment Associate before becoming Senior Associate in 2024.

He holds a Bachelor of Science in Finance with a minor in Economics from the University of Wisconsin-La Crosse and a Graduate Certificate in Investment Management from the University of Wisconsin-Milwaukee. Currently, he is a Level III CFA candidate, reflecting his dedication to advancing his technical expertise in portfolio management and equity research.

Career History

OrganizationRoleDate RangeDetails
Ironwood Investment CounselSenior AssociateJan 2024 to Present
• Work directly with Portfolio Manager to construct and update wealth management deliverables such as client target asset allocations, cash flow plans, statements of net worth, etc. • Perform individu...
Ironwood Investment CounselInvestment AssociateJan 2021 to Jan 2024
• Work directly with Portfolio Manager and Senior Associates to construct and update wealth management deliverables such as client target asset allocations, cash flow plans, statements of net worth, e...
John Ellison Advisory Group Ltd.Financial Analyst and ParaplannerMay 2018 to Nov 2020
• Schedule client appointments, update client financial plans, and handle client service requests • Develop Morningstar principia pro investment product and portfolio client profiles for client review...
Delafield Rivers GatewayProperty ManagerMay 2018 to Nov 2020
• Conduct competitor research, manage pricing, and create flexible lease agreements • Market to (on Craigslist and Facebook and website) tenants and screen and find tenants • Manage maintenance, repai...
The Waterfront Restaurant and TavernCatering AssistantMar 2017 to May 2018
Mutual of OmahaInternshipNov 2017 to Apr 2018
Modern Woodmen of AmericaInternshipSep 2017 to Dec 2017
1. Created business plan to start acquiring clients through natural market 2. basic knowledge about retirement plans, mutual funds, estate planning, prospecting, and annuities.
Home City IceCompany DriverMay 2016 to Aug 2016
Oconomowoc Lake ClubValetJun 2011 to Aug 2015

Education

University of Wisconsin-Milwaukee

Graduate Certificate, Investment Management

2018 2020

University of Wisconsin-La Crosse

Finance & Economics, Business Administration and Management, General

2014 2018

Concordia University-Wisconsin

Sports Management, Business Administration and Management, General

2013 2014

Others at Ironwood Investment Counsel, LLC (8)

NameRoleLocation
Barrett Geist
Barrett Geist
Portfolio ManagerScottsdale, AZ , United States
B
Bruce Williams
PartnerScottsdale, AZ , United States
Matthew Carter
Matthew Carter
Managing PartnerScottsdale, AZ , United States
Michael Lossing
Michael Lossing
Portfolio ManagerScottsdale, AZ , United States
Spencer Heath
Spencer Heath
AssociatePhoenix, AZ , United States
Alek Sokoloski
Alek Sokoloski
AssociateScottsdale, AZ , United States
Greg Stott
Greg Stott
Portfolio ManagerPhoenix, AZ , United States
Kami Whisler
Kami Whisler
AssociateScottsdale, AZ , United States

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