About Claire
Serving the Chicago area, Claire provides the personalized investment guidance you need to help make your financial goals a reality. Using a personalized, one-on-one approach, Claire works closely with you to develop an investment plan that works for your unique objectives.
Professional Experience
Claire Ellerhorst (née Rubin) is a Senior Investment Advisor at Fifth Third Private Bank, where she creates customized portfolios for high net worth individuals to help them achieve their financial goals.
Claire joined Fifth Third in 2015 and most recently worked as an Investment Strategist developing and implementing Private Bank asset allocation. As a Senior Portfolio Manager, she continues to work collaboratively with the Investment Strategy Team to support asset allocation decision making. Claire also speaks on behalf of the Bank on various economic and market topics.
Claire joined Fifth Third in 2015 and most recently worked as an Investment Strategist developing and implementing Private Bank asset allocation. As a Senior Portfolio Manager, she continues to work collaboratively with the Investment Strategy Team to support asset allocation decision making. Claire also speaks on behalf of the Bank on various economic and market topics.
Education
Claire earned a bachelor’s degree in finance from Miami University in Oxford, Ohio. She has earned the right to use the Chartered Financial Analyst (CFA) designation.
Licenses & Professional Designations
- CFA
About Fifth Third Private Bank
With over 100 years of wealth planning experience, Fifth Third Private Bank delivers access to sophisticated investment solutions and challenges you to achieve the outcomes you desire. Our approach starts by understanding that each client is unique. Using a dedicated team approach, Fifth Third Private Bank collaborates to build plans centered around each individual and family. And because we have found many successful people may leave aspects of their plan unaddressed, our work doesn’t stop there. We continue to help you focus and manage your wealth as our relationship with you progresses.
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