Jonathan Ellis, CFA

Jonathan is a Director of Research/Portfolio Manager on the investment team at Axiom Investors with over 20 years’ experience. Jonathan joined Axiom in 2011 and covered the industrials & materials sector. In 2019, Jonathan was promoted to Director of Research/Portfolio Manager. Prior to joining Axiom, Jonathan was a Director, Senior Equity Analyst at Bank of America Merrill Lynch. Prior to that role he was an Associate at Pershing LLC. Jonathan holds a B.A., Economics, with honors from Lafayette College and an M.B.A from Columbia Business School.


  • Director of Research/Portfolio Manager, Axiom Investors, 2019-Present
  • Vice President/Research Analyst, Axiom Investors, 2011-2019
  • Director, Senior Equity Analyst, Bank of America Merrill Lynch, 1999-2011
  • Associate, Pershing LLC, 1998-1999


  • M.B.A., Columbia Business School, Columbia University
  • B.A., Economics, with honors, Lafayette College