A conversation with Eve Ellis, the Matterhorn Group, William Blair

Eve Ellis (Vice President, the Matterhorn Group, William Blair) has received numerous awards, both for her work as a top wealth advisor and for her leadership in promoting equity and empowerment in financial services and beyond.In this episode, Eve joins Co-Heads of Global Wealth Kirsten Pickens and Ryan Robertson to discuss what it means to be “passionate about fairness,” why she advises young professionals to “work where you’re valued” and how she helps clients build wealth while changing the world for the better. “If you think about when you build a portfolio, everybody always asks about risk tolerance. They want the portfolio to represent who the client is in terms of risk. And we're saying we want the portfolio to represent who you are in terms of you. We want that portfolio focused on what your values are and who you are.”–Eve EllisHave a question for our experts? Text us for a chance to have your questions answered on the next episode.For more research insights go to https://futurestandard.com/insights