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Zack Ellison

Investor

Founder, Managing General Partner, & Chief Investment Officer at Applied Real Intelligence (A.R.I.)

St. Petersburg, Florida, United States

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About

Founder, Managing General Partner and CIO of A.R.I., leading the firm's management and investment activities. Previously Director of U.S. Fixed Income at Sun Life Financial, with prior roles at Deutsche Bank, Scotia Bank and Thomson Reuters. Holds an MBA from Chicago Booth and an MS from NYU Stern, and is a CFA and CAIA charterholder.

Contact· self-published, not guessed

Experience

  1. Applied Real Intelligence LLC ("A.R.I."​)Managing General Partner & Chief Investment Officercurrent2018 — presentGreater Tampa Bay Area
  2. Applied Real Intelligence LLC ("A.R.I."​)Podcast Host of "The 7 in 7 Show with Zack Ellison"current2023 — presentUnited States
  3. Sun Life Investment ManagementDirector, U.S. Fixed Income2013 — 2017Greater Boston
  4. Deutsche BankSales & Trading2011 — 2013New York, New York
  5. ScotiabankInvestment & Corporate Banker2007 — 2010New York, New York
  6. Thomson ReutersCapital Markets Intelligence Consultant2005 — 2007New York, New York

Skills & more

Bloomberg8Python2R2Board Governance3Board of Directors2Private Equity4Equity Capital Markets1Investor Relations1Capital Markets AnalysisCapital Markets AdvisoryStock Market AnalysisLoan Underwriting
+12 moreLeveraged LendingLoan SyndicationsDebt RestructuringCommercial LendingCredit UnderwritingLoan OriginationLoan ServicingBond TradingCredit TradingCDS TradingCorporate CreditCredit Default Swaps (CDS)
  • CAIA Charterholder — CAIA Association
  • Chartered Financial Analyst (CFA) — CFA Institute

From Zack's professional profile.

Colleagues at Applied Real Intelligence (A.R.I.)

Ben Wiles
Advisory Committee Member at Applied Real Intelligence (A.R.I.)
Dan Espinal
Advisory Committee Member at Applied Real Intelligence (A.R.I.)
Digvijay "Sunny" Singh
Chairman, TCA Venture Group at Applied Real Intelligence (A.R.I.)
Matt Schwartz
Advisory Committee Member at Applied Real Intelligence (A.R.I.)
Sunny Singh
Advisory Committee Member at Applied Real Intelligence (A.R.I.)

Frequently asked questions

Who is Zack Ellison?
Founder, Managing General Partner and CIO of A.R.I., leading the firm's management and investment activities. Previously Director of U.S. Fixed Income at Sun Life Financial, with prior roles at Deutsche Bank, Scotia Bank and Thomson Reuters. Holds an MBA from Chicago Booth and an MS from NYU Stern, and is a CFA and CAIA charterholder.
Where does Zack Ellison work?
Zack Ellison is Founder, Managing General Partner, & Chief Investment Officer at Applied Real Intelligence (A.R.I.).
Where did Zack Ellison go to school?
Zack Ellison studied at University of Florida (Doctor of Business Administration); The University of Chicago Booth School of Business (Master of Business Administration (MBA), Concentrations in Analytic Finance and Economics); NYU Stern School of Business (Master of Science (MS) in Risk Management).

Same school

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