Eve Ellis

Current

• Investment Advisor and Chartered Advisor in Philanthropy at Smith Barney
• Board Member and Investment Committee Member at Nonprofit Organizations

Past

• Wealth Management Advisor at Merrill Lynch
• President at Aladdin Communications, LLC
• Former Professional Tennis Player, Tennis Business Owner, and Division I College Coach at Columbia University

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Education

• Yale University

Connections

84 connections

Industry

Investment Management

Websites

• My Website

Eve Ellis’s Summary

I provide investment advisory services for public and private foundations as well as investment planning for philanthropic families and individuals.

Eve Ellis’s Specialties:

Chartered Advisor in Philanthropy
Certified Investment Management Analyst
Certified Financial Planner

Eve Ellis’s Experience

• Investment Advisor and Chartered Advisor in Philanthropy

  Smith Barney

  (Public Company; ms; Financial Services industry)

  November 2008 — Present (1 year 1 month)

• Board Member and Investment Committee Member

  Nonprofit Organizations

  (Non-Profit Organization Management industry)

  January 2004 — Present (5 years 11 months)

  Board Member, Komen for the Cure NYC;
  Board Member, Maccabi USA;
  Investment Committee, Ms. Foundation for Women;
  Investment Committee, Congregation Rodeph Sholom;
  Investment Committee, Galeforce Capital

• Wealth Management Advisor

  Merrill Lynch

  (Public Company; 10,001 or more employees; MER; Financial Services industry)

  March 2002 — November 2008 (6 years 9 months)

  Philanthropic Planning, Investments

• President

  Aladdin Communications, LLC

  (Internet industry)

  November 1994 — February 2002 (7 years 4 months)

• Former Professional Tennis Player, Tennis Business Owner, and Division I College Coach

  Columbia University

  (Education Management industry)

  September 1981 — February 1992 (10 years 6 months)

Eve Ellis’s Education

• Yale University

  BA , American Studies , 1976 — 1980

Additional Information

Eve Ellis’s Websites:

• My Website

Eve Ellis’s Groups:

•    Yale University Alumni
•    Association of Yale Alumni
•    Ivy League Alumni
•    Endowment
•    Philanthropy World
•    IVY GROUPS - The Professional Network for Ivy League Alumni
•    IVY GROUPS: Financial Services

Eve Ellis’s Contact Settings

Interested In:

• career opportunities
• new ventures
• job inquiries
• expertise requests
• reference requests
• getting back in touch