Ellen McKay, CFA
Managing Director, Dynasty Consulting Group
Ellen McKay joined Dynasty Financial Partners in 2026 as part of the firm’s acquisition of Optima Group. As a Managing Director in the Dynasty Consulting Group, Ellen is a senior consultant responsible for advising clients on investment product strategy and product design, and for developing marketing programs. Industry publications frequently seek her opinion on breaking news and trends in investment management. Ellen joins Dynasty after 30 years with Optima Group and seven years at Bankers Trust, where she worked at BT Global Investors, the Individual Services Group and the Private Bank. Previously, she worked at First Chicago and the New York City Office of Management and Budget. Ellen contributes more than 20 years of management, product development and marketing experience with financial services organizations. Ellen earned her B.A. from the University of Pennsylvania and an M.B.A. from Cornell University’s Johnson Graduate School of Management. She holds the Chartered Financial Analyst designation.
