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People · Advisors
Sustainable & Impact Investments @ WestFuller
Director, Senior Portfolio Strategist · Westfuller
Ellen Chiu, CFA, CAIA — Director, Senior Portfolio Strategist · Westfuller · New York, New York, United States.
Direct contact
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Experience
Director, Senior Portfolio StrategistCurrent
Nov 2021 – Present
Westfuller is a multi-racial, gender diverse, independent and objective investment advisory and wealth management firm. Drawing from deep investment expertise, maximizing assets for enduring systemic change and leveraging diverse perspectives, we orchestrate multifaceted investment strategies to advance progress and possibility in the world.
Development Finance Fellow
Shift Capital
Jul 2021 – Oct 2021
Education
- Columbia Business School — Master of Business Administration - MBA
- Kent Place School
Related professionals · Westfuller
- Danielle Lumetta — Director of Strategic Growth and Alternative Investments
- Dorian Fuller — Deputy Chief Operating Officer
- Ian Fuller — Co-Founder and CEO
- Kara Kelly, CFP — Senior Managing Director, Wealth Management
- Kreg Kerr — Vice President
- Lola C. West — Chairwoman & Chief Culture Officer