Steve Ellis
Vorstandsvorsitzender bei 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.
Aktive Positionen von Steve Ellis
| Unternehmen | Position | Beginn |
|---|---|---|
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. | Vorstandsvorsitzender | 01.01.2000 |
Ausbildung von Steve Ellis
| University of Colorado Boulder | Undergraduate Degree |
| Cornell University | Graduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 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 |
