Steven Ellis, CFA
Managing Partner & Senior Advisor at Colorado Capital Management
Steven Ellis is the founder, Managing Partner, and Senior Advisor at Colorado Capital Management, a Boulder-based fee-only wealth management firm and Certified B Corporation. With more than 30 years of experience in financial planning and investment management, Steve works with individuals and families on retirement planning, portfolio management, and long-term wealth strategies.
Steve is especially recognized for his leadership in impact investing and values-based wealth management. He launched Colorado Capital Management’s impact investing platform in 2012 and has spoken nationally on sustainable and mission-aligned investing strategies.
Before founding Colorado Capital Management in 2000, Steve taught college courses in accounting and finance, consulted for a major accounting firm, and served as chief due diligence officer for a national financial planning firm. He has advised individual and institutional investors since 1989.
Steve earned his business degree from the University of Colorado and a master’s degree from Cornell University. He also holds the Chartered Financial Analyst (CFA) designation. Outside of work, he is active in philanthropy and community leadership throughout Colorado.
Areas of Expertise
- Impact investing and values-based investing
- Financial planning for high-net-worth individuals and families
- Portfolio management and wealth management
- Retirement planning
- Sustainable and socially responsible investing
- Investment research and due diligence
Years of Experience: 30+
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