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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).

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.