Ellen Chiu, CFA, CAIA®

Ellen is responsible for portfolio research and implementation of mission-aligned investment solutions in high net worth and institutional portfolios. Previously, Ellen was a Vice President and Investment Strategist at Neuberger Berman where she advised private clients and institutions on the design and implementation of customized asset allocation and investment solutions. Prior to that she was a Finance Analyst at Barclays where she focused on model development for stress testing and financial reporting. Ellen received a BS in Accounting and Finance from Villanova University. She is currently pursuing her MBA at Columbia Business School. Ellen had been awarded the Charter Financial Analyst designation. Ellen enjoys teaching financial planning to justice-involved individuals as well as learning and adopting a zero-waste lifestyle. In her free time, she likes to bike and practice yoga.