Ellen Le, CFA, MBA

I am the Founder and President of Ascend Investment
Management. I was born in Philadelphia and lived in the
Delaware Valley for most of my life. In 2015 my husband and I
moved to Lewes DE, which is a short drive from Philadelphia. I
travel to the metropolitan Philadelphia area frequently visiting
clients and friends. When I’m not researching investments,
managing portfolios, and helping clients with various financial
planning issues, I am playing tennis, bicycling, hiking, drawing, or
reading.


I began my investment career in 1981 as a stockbroker at E.F.
Hutton and Co. With over 39 years of investment management
experience I have prudently guided clients through many
economic and stock market cycles. Prior to founding Ascend
Investment Management in 2006, I managed assets for high net
worth clients for many years at Bank of America, Mellon Bank,
and Davidson Capital Management.


I earned a BA in History from Brown University and an MBA in
Finance & Investments from The George Washington University. I
am a member in good standing of the Chartered Financial Analyst
(CFA) Institute, which is a global organization dedicated to setting
a high ethical standard for the investment profession.


My professional memberships include the Southern Delaware
Estate Planning Council, Philadelphia Women Entrepreneurs
Group, Financial Industry Regulatory Authority (FINRA), the
Chartered Financial Analysts (CFA) Institute, and The Jewish
Business Network.

 

I work on the Finance Committee of the Lewes Public Library and
the membership committee for The Village, a Lewes organization
that helps seniors live a more independent life.

 
   
   
 
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