Steve Ellis
Directeur Général chez Colorado Capital Management, Inc.
Profil
Mr. Steven L.
Ellis, CFA, is a Founder & President at Colorado Capital Management, Inc. He has over 30 years of experience in the financial industry.
He is currently spearheading the firm’s work in the area of impact investing.
His early work included teaching college courses in accounting and finance, consulting for a major accounting firm, and researching and acquiring investments as the chief due diligence officer of a national financial planning firm.
Since 1989, he has advised individual and institutional investors on the management of their wealth.
He holds a business degree from the University of Colorado, magna cum laude, and a master’s degree from Cornell University.
Postes actifs de Steve Ellis
| Sociétés | Poste | Début |
|---|---|---|
Colorado Capital Management, Inc.
 Colorado Capital Management, Inc. Investment ManagersFinance Colorado Capital Management, Inc. (CCM) is a registered independent investment adviser headquartered in Boulder, Colorado and was founded in 2000. CCM provides investment advisory services for individuals, high net worth individuals, families, trusts, corporations, foundations and other charitable organizations. Their services include investment analysis, allocation of investments, quarterly portfolio statements and ongoing monitoring services for the portfolio. | Directeur Général | 01/01/2000 |
Formation de Steve Ellis
| University of Colorado Boulder | Undergraduate Degree |
| Cornell University | Graduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
Colorado Capital Management, Inc.
Colorado Capital Management, Inc. Investment ManagersFinance Colorado Capital Management, Inc. (CCM) is a registered independent investment adviser headquartered in Boulder, Colorado and was founded in 2000. CCM provides investment advisory services for individuals, high net worth individuals, families, trusts, corporations, foundations and other charitable organizations. Their services include investment analysis, allocation of investments, quarterly portfolio statements and ongoing monitoring services for the portfolio. | Finance |
