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.”