Caden Ellis

Jr. Investment Analyst

Joining Precision Wealth Strategies in 2024, Caden brings his passion for finance and analytics to the Precision Team. As a Junior Analyst on the firm’s Investment Team, you can find Caden deep in the weeds, maintaining our client Investment Performance Portal (IPP), performing investment research due diligence, and conducting miscellaneous financial analysis. 

Growing up in Sullivan, Illinois, Caden was always heavily involved in sports, including golf and basketball. Choosing to continue his academic and athletic aspirations, Caden attended the University of Central Missouri graduating Sum Cum Laude with majors in Economics and Finance. He elected to use his red-shirt privileges to compete in a fifth year of golf while completing an MBA with a focus in Finance. In that final year, Caden had the unique experience of leading a million-dollar portfolio as the CEO of the Student Managed Investment Fund within the Harmon College of Business including access to Bloomberg software terminals. 

In his free time, Caden likes to golf, but he also enjoys chess, reading, podcasts, and being with family and friends. One summer, Caden helped to run his local Sullivan Country Club Pro Shop by facilitating tournaments, daily operations, and organizing and instructing a golf clinic for the local youth community as well as individual and group lessons.