Ellen E. Spong

Managing Director




Ellen is responsible for client relationship management, cultivating new partnerships, and overseeing the firm’s key marketing initiatives. She has over 30 years of financial industry experience with a focus service to non-profit organizations, foundations and endowments and the development of charitable strategies for individuals. Ellen has been a featured speaker throughout the mid-Atlantic on non-profit governance, policy development and planned giving.

EDUCATION


University of Virginia, BA (Government)

Lead Virginia Class of 2013

The American College of Financial Services, Chartered Advisor in Philanthropy


Work experience


Atlantic Union Bank, Senior Vice President - Director of Institutional Advisory Services (2017-2022)

Wells Fargo Private Bank, Senior Vice President – Philanthropic Services (2012-2017)

SunTrust, Managing Director – Foundations and Endowments Specialty Practice (2000-2012)

The Colonial Williamsburg Foundation, Director of Planned Giving (1999-2000)

SunTrust, Vice President – Charitable Asset Management (1992-1999)


Community Involvement


MCV Foundation, Chair

Westminster Canterbury Richmond Foundation Board, IC Chair

The Richmond Forum Board of Directors, Chair

Richmond Symphony Orchestra Board (prior)

St. Catherine’s School Foundation (prior)

Richmond Estate Planning Council, President (prior)

VMFA Charitable Advisors (prior)

Virginia Gift Planning Council, President (prior)

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