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Charley Ellis

CFA
Country or state 
United States
Available to 
Global
Fee 
Languages 
English
Volunteer
No

Personal Details

Bio

Charles "Charley" D. Ellis is an American investment consultant known for his philosophy of passive investing through index funds. He chairs the Whitehead Institute for Biomedical Research, he also chaired the governing board and the investment committee and on the investment board for King Abdullah University in Saudi Arabia as a trustee and chair of the finance committee. Charles Ellis is a member of the Rebalance IRA Investment Committee. He served as a successor trustee of Yale University where he chaired the investment committee, as trustee of Phillips Exeter Academy, the Robert Wood Johnson Foundation, Eagle Hill School, and as an overseer of the Stern Schools of Business at New York University and as an advisor to The Brown Foundation and CalPERS. He has also served on the Visiting Committee of the Harvard Business School, as a consultant to Australia’s Future Fund, New Zealand’s and Singapore’s GIC.

A graduate of Exeter and Yale College, Mr. Ellis earned an MBA (with distinction) at Harvard Business School and a Ph.D. at New York University. The author of 16 books, including Falling Short, What it Takes, The Partnership: The Making of Goldman Sachs, CAPITAL, Winning the Loser’s Game and, with Burt Malkiel, Elements of Investing. He has taught the advanced courses in investment management at both Yale School of Management and Harvard Business School and is one of 11 individuals honored for lifetime contributions to the investment profession.

Achievements (2)
Founder, Greenwich Associates
Former Chair, AIMR (Predecessor Org to CFA Institute)
Degrees (1)
MBA
Harvard Business School
1961 to 1963
  • All (2)
  • Videos (2)
  • Photos
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CFA Institute Video
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Books & Articles (6)

The Index Revolution: Why Investors Should Join It Now
Wiley ,
2016
The Parnership: The Making of Goldman Sachs
Penguin,
2009
Winning the Loser's Game: Timeless Strategies for Successful Investing
McGraw-Hill,
2013
Investing Success in Two Easy Lessons
In Defense of Active Investing
The Rise and Fall of Performance Investing

Expertise (7)

Business
Investment Policy retirement Indexing Investment Firms Asset Management Future of Investment Management

Awards & certifications (1)

Outstanding Contribution to CFA Institute Education Programs Award, in honor of C. Stewart Sheppard
CFA Institute
1986
Recommendations
Why choose me? 

I am passionate about the business of asset management, and how it can better serve investors.

Affiliations
Society Speaker Directory
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