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Charles Ellis

Charles D. Ellis Ph.D., CFA, founded Greenwich Associates international strategy consulting firm in 1972. He now serves as an investing consultant to large institutional investors, government organizations and wealthy families. His latest book is “The Index Revolution” (John Wiley & Sons, 2016).

Articles by this Author

Areas of Expertise:  Investment consulting, organizing investment committees

Books: "The Partnership: The Making of Goldman Sachs," "Capital: The Story of Long-Term Investment Excellence," "Winning the Loser’s Game," "The Elements of Investing"

Biography: Charles D. Ellis’s professional career has centered on Greenwich Associates, the international strategy consulting firm he founded in 1972.  In the 30 years he was managing partner, the firm grew to serve the leading firms in over 130 professional financial markets around the world.  He now serves as an investing consultant to large institutional investors, government organizations and wealthy families, as a director of several small businesses and as managing partner of a pro bono partnership of nearly 100 Harvard Business School classmates and friends.

Ellis chairs the Whitehead Institute for Biomedical Research, where he also chairs the investment committee, and is a trustee of the Robert Wood Johnson Foundation, where he chairs the finance committee. He served as a successor trustee of Yale University, as trustee of Phillips Exeter Academy and Eagle Hill School, and as an overseer of the Stern Schools of Business at New York University. He has also served on the visiting committee of the Harvard Business School.

A graduate of Exeter and Yale College, Ellis earned an MBA (with distinction) at Harvard Business School and a Ph.D. at New York University.  Ellis is the author of 16 books, including "The Partnership: The Making of Goldman Sachs" (Penguin, 2008), “Joe Wilson and the Creation of Xerox” (Wiley, 2006), “Capital" (Wiley, 2004), “Winning the Loser’s Game” (6th edition, McGraw-Hill, 2013) and, with Burt Malkiel, “Elements of Investing” (2nd edition, Wiley, 2013). He has also taught the advanced course in investment management at both Yale School of Management and Harvard Business School.

Articles by this Author

  1. Portfolio Strategies »

    Competition Has Made Indexing a Winner’s Game

    Better analysis, more trading and more professional investors have made it even easier to lose at active investing, and win by indexing.

    November 2016 | Journal

  2. Portfolio Strategies »

    My Investment Letter: Words of Advice for My Grandchildren

    A letter from legendary investor Charles Ellis to his grandchildren, with 12 guidelines for how to become successful long-term investors.

    October 2013 | Journal