Zachary Ellison

Zack Ellison recently left his role as a Senior Vice President, responsible for Energy and Utility credit trading, to pursue leadership and business development opportunities within FinTech investing, where he bridges the gap between traditional capital markets and rapidly emerging innovations in data science and technology.

Previously, Mr. Ellison was Director, U.S. Fixed Income at Sun Life Investment Management, whose teams manage over $100 billion in assets. At Sun Life, he was responsible for corporate credit trading and contributed to the firm's strategy, investment processes, portfolio construction, and risk management practices.

Prior to joining Sun Life, Mr. Ellison developed his investment and risk management skills at Deutsche Bank as a sell-side corporate credit trader focused on crossover credits, hybrid securities, and preferred stock and at Scotia Bank as a corporate banker and leveraged loan analyst during the Global Financial Crisis.

With expertise in fixed income market structure, trading, investing, and risk management, Mr. Ellison is a frequent public speaker at financial industry conferences, where he has presented his views on how the fixed income markets need to innovate, adapt, and evolve in order to make them more efficient and less risky.

Mr. Ellison earned a Bachelor of Arts degree from Swarthmore College while majoring in Economics. He holds an MBA with concentrations in Analytic Finance and Economics from The University of Chicago Booth School of Business along with an MS in Risk Management from New York University's Stern School of Business. Additionally, he holds the Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) designations, and active Series 7 and 63 security licenses.