Charlie Ellison
Login to view DISC.Charlie Ellison is a Senior Business Development Manager at Weatherbys Private Bank, leveraging extensive experience from her nearly nine-year tenure at St. James’s Place, where she was Head of Private Client Solutions. A 2024 Women in Financial Advice Awards nominee, she has deep expertise in private banking, having also worked at Coutts.
Outside of her career, Charlie shows a keen interest in charitable causes, having been involved with fundraising committees for Maggies cancer support centres. She seems to value personal well-being, sharing reflective quotes and mentioning an appreciation for nature walks in Cirencester Park. She also appears to enjoy fine dining experiences.
After almost a decade in wealth management, she made a deliberate career move back to her “private banking roots. ”
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DISC behavioral profile
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