Mrs. Moffat is Vice President and Principal. She is responsible for portfolio management, investment research of the consumer discretionary sector, and client service.
Prior to joining Bahl & Gaynor, Mrs. Moffat was a Senior Portfolio Manager at Bartlett & Co. in Cincinnati. She co-managed the Private Client model account, personal, foundation, and institutional portfolios for a $3 billion firm. She also served as a research analyst during her tenure at Bartlett.
Prior to joining Bartlett, Mrs. Moffat was a Vice President and Unit Head at The First National Bank of Maryland in Baltimore, where she managed a unit responsible for relationships with 50 of the bank’s largest customers. Her responsibilities included analyzing investment and credit opportunities, marketing and establishing operating procedures.
From 1978-1981, Ellie was a Divisional Representative for the Mellon Bank. She served as the credit officer for Mellon’s European branches, as well as National Division.