Eve Ellis, Wealth Advisor and Portfolio Manager, William Blair

Eve Ellis is a wealth advisor and founder of The Matterhorn Group with William Blair’s Private Wealth Management, where she provides comprehensive wealth and investment planning for clients and co-manages two actively managed, proprietary strategies 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. She further oversees complete client values-oriented portfolios: one based on ESG investments, one taking aim to bring about racial justice. 

Eve is a member of The 30% Coalition, 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.

Eve holds multiple professional designations, including Certified Financial Planner™, Investment Manager Analyst®, Accredited Investment Fiduciary®, and Chartered Advisor in Philanthropy®.  She is a graduate of Yale University with a B.A. in American Studies. A former professional tennis player, Eve was inducted into the Philadelphia Jewish Sports Hall of Fame in 2011. Eve has been in the industry since 2002.

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