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Eve Ellis

Vice President, Wealth Advisor The Matterhorn Group

About Eve

Eve Ellis, vice president, is a wealth advisor and founder of The Matterhorn Group with William Blair’s Private Wealth Management. With her Matterhorn colleagues, she provides comprehensive wealth and investment planning for clients and co-manages two proprietary strategies for investors seeking both financial and social returns: Gender Parity Strategy and the Matterhorn/Refinitiv Diversity & Inclusion Strategy, which analyzes 24 metrics related to diversity issues. She further oversees complete client values-oriented portfolios focused on advancing social justice, including gender, diversity, and racial justice.

Eve is a member of the Forum for Sustainable and Responsible Investment (US SIF) and served on the board of the Ms. Foundation for Women for eight years. In 2018, she was the recipient of The Women’s Bond Club of New York’s Betty Cook Award, which recognizes exceptional dedication to the advancement of women. In 2020, she was named to Crain’s New York Notable Women in Financial Advice inaugural list.*

Eve holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER®, Certified Investment Manager Analyst®, Accredited Investment Fiduciary®, and Chartered Advisor in Philanthropy®. She has been in the industry since 2002, and is a graduate of Yale University with a B.A. in American Studies.

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

Eve is a founding board member of the Ms. Foundation’s Action Fund, aimed at advancing indigenous women and girls, and a long-time board member of Maccabi USA. A former professional tennis player, Eve was inducted into the Philadelphia Jewish Sports Hall of Fame in 2011.


*Advisor 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.

Credentials

CFP®
CIMA®
AIF®
CAP®

Education

Yale University, B.A.

About William Blair

William Blair is a premier global boutique with expertise in investment banking, investment management, and private wealth management. We provide advisory services, strategies, and solutions to meet our clients’ evolving needs. As an independent and employee-owned firm, together with our strategic partners, we operate in more than 20 offices worldwide.*

*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.

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