Eve Ellis is a wealth advisor and founder of The Matterhorn Group with William Blair’s Private Wealth Management. She joined the firm from Morgan Stanley. 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.
She co-manages two actively managed investment mandates for investors seeking both financial and social returns: Gender Parity Strategy (a gender lens equity model) and the Matterhorn/Refinitiv Diversity & Inclusion Strategy, which analyzes 24 metrics related to diversity issues.
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.
A former professional tennis player, Eve was inducted into the Philadelphia Jewish Sports Hall of Fame in 2011. She is a graduate of Yale University with a B.A. in American Studies.