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Eve Ellis

Eve Ellis is senior partner in The Matterhorn Group at Morgan Stanley, a full-service wealth advisory group developing and executing sophisticated financial and philanthropic plans for individuals, businesses and nonprofit institutions.  She is also portfolio manager of 2 actively managed investment portfolios for investors seeking financial and social returns: The Parity Portfolio Strategy, a gender lens portfolio, and The Diversity & Inclusion Strategy, a portfolio that analyzes 22 metrics related to diversity issues.

A Yale graduate, Eve, is a CFP™, CIMA®, Accredited Investment Fiduciary, and Chartered Advisor in Philanthropy. She was certified by the Institute for Preparing Heirs, and is a member of the Association of Professional Investment Consultants (APIC) and Forum for Sustainable and Responsible Investment (US SIF).

Eve is active in numerous organizations including the Ms. Foundation for Women, 100 Women in Hedge Funds Philanthropy Committee, 2020 Women on Boards, the Thirty Percent Coalition and The 30% Club. Eve is frequently quoted in news media including The Wall Street Journal, New York Times, Financial Times, Globe & Mail, Huffington Post. A former professional tennis player, Eve was inducted into the Philadelphia Jewish Sports Hall of Fame in 2011.