Ella T. Newman, MBA
Ella has been a trusted financial professional to individuals, business owners, families and their advisors for over thirty five years. She brings her experience in Business Development and as a Financial Advisor to her private client role at Norton Advisory Group a member of PH Robb Legacy Alliance. Ella was formerly a Managing Director with Fiduciary Trust Company International, Senior Vice President and Relationship Manager in Private Banking Wealth Management at BNY Mellon, a Manager with Fleet Bank and an Investment Officer with Bankers Trust Company where she successfully advised clients on customized financial solutions to enhance their investment management, estate and trust strategies and philanthropy. Ella has an extensive network of people that she connects with in order to help them with a variety of needs. She enjoys speaking to women’s groups and other professionals on financial and business success topics.
Ella’s career also includes positions as Director of Major Gifts for the Jewish National Fund and Development Officer with Self Help Community Services where she was responsible for creating and building new client relationships with high net worth individuals, families and foundations.
Ella continues to help non-profits such as Hadassah and is active in Women in Financial Services, 100 Women in Finance and the Estate Planning Council of New York. She also completed the Western Connecticut Leadership program affiliated with the Connecticut Community Fund. She has held officer and board positions with a number of non-profits over her career.
Ella received her BA in Economics from The City College of New York and her MBA in Finance from Baruch College. She completed courses for her CFP and has held Series 7, 63, and 66 investment licenses and holds Life and Health Insurance licenses in several states.
She lives in Connecticut with her husband. She has two married sons and two young granddaughters.