Investment Management
Jabari Ellsworth
Portfolio analyst. Monitors drift, rebalancing and tax-loss harvesting every month.
Certified: Candidate
Languages: EN
(919) 555-0143
jabari@fennimoreplatt.com
Jabari joined in 2022 after two years at an independent custodian’s advisor services desk. He supports Lucan and the investment committee.
Each month he checks every portfolio against its written ranges, prepares the rebalancing and harvesting trades for review and keeps the wash-sale calendar.
Selected client plans
No published plans for this person yet.
Education and credentials
BS Economics, North Carolina A&T State University, 2020
CFA Program, Level III candidate, 2027
Memberships
CFA Society North Carolina, candidate member
