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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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Ironwood Investment Counsel | Senior Associate | Jan 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 Counsel | Investment Associate | Jan 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 Paraplanner | May 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 Gateway | Property Manager | May 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 Tavern | Catering Assistant | Mar 2017 to May 2018 | — |
| Mutual of Omaha | Internship | Nov 2017 to Apr 2018 | — |
| Modern Woodmen of America | Internship | Sep 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 Ice | Company Driver | May 2016 to Aug 2016 | — |
| Oconomowoc Lake Club | Valet | Jun 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)
| Name | Role | Location |
|---|---|---|
| Portfolio Manager | Scottsdale, AZ , United States | |
B Bruce Williams | Partner | Scottsdale, AZ , United States |
| Managing Partner | Scottsdale, AZ , United States | |
| Portfolio Manager | Scottsdale, AZ , United States | |
| Associate | Phoenix, AZ , United States | |
| Associate | Scottsdale, AZ , United States | |
| Portfolio Manager | Phoenix, AZ , United States | |
| Associate | Scottsdale, AZ , United States |
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| Managing Partner, Portfolio Manager | Redwood Investment Management, LLC | Scottsdale, AZ , United States | |
| Portfolio Manager | Trajan Wealth LLC | Phoenix, AZ , United States | |
D David Busch | Co-Chief Investment Officer | Trajan Wealth LLC | Scottsdale, AZ , United States |