Ellen Chiu, CFA, CAIA®

Managing Director, Senior Portfolio Strategist

Ellen leads the Investment Management and Research team at Westfuller. She is responsible for macro-economic research, manager due diligence, portfolio management, and impact management and measurement.

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 earned an MBA from Columbia Business School and a BS in Accounting and Finance from Villanova University. Ellen has also been awarded the Charter Financial Analyst and Charter Alternative Investment Analyst designation. In her free time, she likes to bike and practice yoga.