Eve Ellis is a wealth advisor with William Blair, and is based in the New York City Area. She has a particular interest in socially responsible and impact investments and manages two proprietary portfolios, the gender parity strategy, and the Matterhorn Affinity, Diversity and Inclusion strategy. She’s also a member of the Forum for Sustainable and Responsible Investment. She has received multiple awards, including featuring on the Crain’s New York Women and Financial Advice naugural list in 2020 as well as the Forbes America’s Top Women Wealth Advisors best in state.
Our conversation starts with Eve’s background in playing competitive tennis – we discuss what that taught her about gamesmanship, playing to win, and discipline. We transition then to her calling to act as a private wealth advisor, and how she had the same instincts to “win” and deliver for her clients. She had an early interest in investing with impact and developed the proprietary gender parity and diversity and inclusion strategies based on a high conviction that companies who prioritize these issues deliver better returns over time.
We dig in to these strategies in particular and ask what she learned from developing them and whether there were any surprises. As a “feminist forever” Eve has had a unique perspective on the world of private wealth, as well as the workings of corporate America, its record in terms of gender parity and levels of wealth in the hands of women today.
Eve wished me to note that her comments on this podcast were made in advance of the recent US Supreme Court Decision on Roe v. Wade.
Series 4 was sponsored by Alvine Capital. Founded in 2005, Alvine Capital is a specialist advisor and placement boutique focusing on assisting European Institutional Investors within Alternative Investments. It partners with best in class managers, adding value to investors by helping to navigate this very fragmented market