Bringing you live news and features since 2006 

William Blair adds two veteran financial advisers in New York


William Blair has added two veteran financial advisers to the team in its New York office. The team of Eve Ellis, CFP, CIMA, and Nikolay Djibankov, CFA, joins the firm’s growing Private Wealth Management group from Morgan Stanley. Known as the Matterhorn Group, the team has decades of cumulative experience, and is focused on executing sophisticated financial and philanthropic plans for individuals, businesses, and nonprofit institutions.

The team manages two actively managed investment mandates for investors seeking both financial and social returns: the Gender Parity Portfolio, a gender lens strategy, and the Diversity & Inclusion Portfolio, which analyzes 24 metrics related to diversity issues.

“We are delighted to have Eve and Nikolay join our growing Private Wealth Office in New York,” says Ryan DeVore, partner and global head of Private Wealth Management for William Blair. “We continue to add the highest-quality talent with experienced professionals who have built their careers serving clients and caring for their communities.”

Latest News

Saving and investing app, Moneybox, has doubled the number of ETFs available on the platform, in the light of ‘growing..
Global X ETFs has announced the appointment of Ryan O'Connor as its Chief Executive Officer effective as of April 8, 2024. ..
Value-driven structured credit investing firm, Angel Oak Capital Advisors, LLC, has announced the completed conversions of two of its mutual..
Confidence in the continuing strength of bitcoin and Ethereum is driving wider interest in altcoins and other digital assets, according..

Related Articles

Sal Esposito, Zacks Investment Management
Zacks Investment Management started doing investment research in 1978 and in 1992 started its investment management arm, initially with SMAs...
Jeremy Senderowicz, Vedder Price
Jeremy Senderowicz, a member of the Investment Services Group at law firm Vedder Price, has witnessed a steady upswing in...
Graham MacKenzie, Toronto Stock Exchange
The evolution of ETFs has been a multi-decade experience for Toronto Stock Exchange says Graham MacKenzie, managing director, Exchange Traded...
Frank Koudelka, State Street Global Services
ETF data provider and ETF Express data partner, Trackinsight, has published its Global ETF Survey 2024 Report: ‘50+ Charts on...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by