Eve Ellis

About Eve

Eve Ellis is a wealth advisor developing sophisticated solutions which integrate traditional investments, trust and estate planning, lending, and philanthropy for a select number of high net worth individuals, families, family offices, and nonprofit organizations, as well as custom planning for executives and entrepreneurs anticipating late-stage, pre- and post-liquidity events.

She also advises interested clients on socially responsible and impact investments, and provides access to two proprietary portfolios which she co-manages – the Gender Parity Strategy and the Matterhorn/Refinitiv Diversity & Inclusion Strategy - to investors seeking to align their investments with their values. She is a member of the Forum for Sustainable and Responsible Investment (US SIF).

At William Blair, Eve is a member of the firm’s Community Impact Steering Committee which facilitates the William Blair Foundation grant-making; the firm’s Global Inclusion Council which is responsible for implementing its inclusion and diversity strategy; Private Wealth Management’s Diversity & Inclusion Task Force; and the cross-functional working group to advance the firm's ESG initiatives.

Eve served on the board of the Ms. Foundation for Women for eight years and is a founding board member of the Ms. Action Fund. She is also longtime board member of Maccabi USA and of the investment committee of Congregation Rodeph Sholom in NYC. A former professional tennis player, Eve was inducted into the Philadelphia Jewish Sports Hall of Fame in 2011. She is also a Captain for the Yale Women’s Athletic Network.

Professional Recognition and Awards

• Betty Cook Award, Women’s Bond Club of New York, 2018 ¹
• Crain’s New York Notable Women in Financial Advice inaugural list, 2020 ²
• Forbes America's Top Women Wealth Advisors Best-in-State, 2022, 2023 ³
• Forbes Best-in-State Advisors 2022 ⁴

Industry Experience Since 2002

• Merrill Lynch
• Citibank/Smith Barney, and its successor Morgan Stanley
• William Blair since 2020

Sample Recent Panels and Talks

• The 21st Century Family Office
• 100 Women at Davos 2021
• Chicago Financial Women’s Association - Investing in Women

Professional Memberships

• The Thirty Percent Coalition
• USSIF (Forum for Sustainable and Responsible Investment)
• Intentional Endowments Network
• 50/50 Women on Boards

 

¹ The Betty Cook Award (formerly the Isabel Benham Award) is given to a woman who has dedicated herself to helping empower and advance other women.
²Advisor honorees were selected based on several factors including the level of assets under management, inclusion in reputable advisor rankings and professional certifications and accomplishments. For others, criteria included the potential influence of the honoree’s work on the delivery and quality of financial advice and/or the extent of its innovation.
³Forbes  America's Top Women Wealth Advisors Best-in-State; Ranking algorithm based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.
⁴ The Forbes ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.