An introduction to OUR TEAM

Sam Ellis
Associate
O: 214.295.8511
sam.ellis@requisitecm.com

Sam is an Associate at Requisite Capital Management. Sam is responsible for data aggregation using the Addepar investment management platform, Alternative Investment due diligence and client-focused special projects.

Sam is a recent graduate of Southern Methodist University's Cox School of Business with a major in Finance and a minor in Sports Management. During his studies, Sam completed an internship with UBS in Chicago as part of an ultra-high net worth wealth management team. During his senior year, he also held an internship with Publicis Hawkeye, a sports marketing firm located in Dallas.

Born and raised in Cincinnati, Ohio, Sam now lives in Uptown Dallas.

 BrokerCheck financial advisor lookup