Eve Ellis is a wealth advisor developing sophisticated solutions which integrate traditional investments, trust and estate planning, lending, and philanthropy for a select number of high net worth individuals, families, family offices, and nonprofit organizations, as well as custom planning for ...more

Eve Ellis is a wealth advisor developing sophisticated solutions which integrate traditional investments, trust and estate planning, lending, and philanthropy for a select number of high net worth individuals, families, family offices, and nonprofit organizations, as well as custom planning for executives and entrepreneurs anticipating late-stage, pre- and post-liquidity events. She also advises interested clients on socially responsible and impact investments, and provides access to two proprietary portfolios which she co-manages – the Gender Parity Strategy and the Matterhorn/Refinitiv Diversity & Inclusion Strategy - to investors seeking to align their investments with their values. She is a member of the Forum for Sustainable and Responsible Investment (US SIF). At William Blair, Eve is a member of the firm’s Community Impact Steering Committee which facilitates the William Blair Foundation grant-making; the firm’s Global Inclusion Council which is responsible for implementing its inclusion and diversity strategy; and the cross-functional working group to advance the firm's ESG initiatives. Eve served on the board of the Ms. Foundation for Women for eight years and is a founding board member of the Ms. Action Fund. She is also longtime board member of Maccabi USA and of the investment committee of Congregation Rodeph Sholom in NYC. A former professional tennis player, Eve was inducted into the Philadelphia Jewish Sports Hall of Fame in 2011. She is also a Captain for the Yale Women’s Athletic Network. Professional Recognition and Awards: Betty Cook Award, Women’s Bond Club of New York, 2018 Crain’s New York Notable Women in Financial Advice inaugural list, 2020 Forbes America's Top Women Wealth Advisors Best-in-State, 2022, 2023, 2024 Sample Recent Panels and Talks: The 21st Century Family Office 100 Women at Davos 2021 Chicago Financial Women’s Association - Investing in Women Professional Memberships: The Thirty Percent Coalition USSIF (Forum for Sustainable and Responsible Investment) Intentional Endowments Network 50/50 Women on Boardsless