Sam Ellis is a Director at Requisite Capital Management. In his role, he works closely with the firm’s investment and reporting platforms, including Addepar and Arch. In addition, Sam contributes to the Investment Due Diligence Team.
A CERTIFIED FINANCIAL PLANNER™ professional, Sam holds the prestigious CFP® certification — widely recognized as the standard of excellence in personal financial planning. He earned his degree from Southern Methodist University’s Cox School of Business, majoring in Finance with a minor in Sports Management. During his time at SMU, Sam interned with UBS in Chicago, supporting an ultra-high-net-worth wealth management team.
Originally from Cincinnati, Ohio, Sam now resides in Uptown Dallas.
Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.
