Ellen R. Shaer
Director | Investment Strategist at CAPTRUST
- Role
- Director - Investment Strategist at CAPTRUST
- Location
- Westport, CT, US
- LinkedIn followers
- 500 followers
About Ellen R. Shaer
Experienced Investment Strategist with a demonstrated history of working in the…
Experience
Director - Investment Strategist
Jan 2013 — Present · Greenwich, CT, US
Experienced outsourced CIO and wealth management investment strategist and consultant with focus on asset allocation, research, due diligence, alternative investments, holistic advice and client relationships. Expertise in endowments, foundations, defined benefit, defined contribution and retirement product knowledge.
Education
Columbia Business School
MBA
The Wharton School
B.S.
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