alex ellwanger


Alex Ellwanger

Senior Research Analyst

Responsible for contributing to the development and production of comprehensive client reporting and data source maintenance.


  • Bryant University Class of 2017 (Triple Concentration in Finance, Economics, and Applied Analytics)


  • When not working I am an active athlete and have a passion for tennis, swimming, and calisthenics.


  • CVS Health: Corporate Financial Planning & Analysis — Fall 2019 – February 2021
    • Worked as a Financial Analyst covering the Retail & Pharmacy segment in the United States. Provided senior management and field leaders with various reporting and analysis to help drive strategic decision making
  • Merrill Lynch Pierce Fenner & Smith: Wealth Management –- Fall 2017 – Spring 2019
    • Worked as a Wealth Advisor in Merrill Lynch’s development program. Responsible for sourcing and onboarding new high net worth business.
    • Built complex financial plans and investment proposals for prospects and clients
  • Brown Brothers Harriman: Custody Banking –- Summer 2016
    • Summer Analyst/Intern supporting the Global Business Integration team. Assisted in the planning surrounding new fund launches and fund conversions from other custodian banks
    • Worked to identify ways of improving resource allocation and organization for projects based on a wide variety of factors.