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Ellen R. Shaer, CFA®

Ellen R. Shaer, CFA®

Investment Strategist

  • Chestnut Ridge, NY
  • To Kill a Mockingbird | The Shawshank Redemption
  • My daughter, son, and husband; my parents; and my two sisters and their families
  • People are just as happy as they make up their minds to be.
  • Honesty, integrity, and a good sense of humor

Consulting Research Group

Ellen specializes in the selection and monitoring of individual investment solutions and works out of the Greenwich, CT office.

Ellen joined CAPTRUST in 2013 and is currently an investment strategist, responsible for the selection and monitoring of individual investment solutions and reporting due diligence findings to clients. Prior to joining the firm, Ellen served as director/consultant with Cambridge Financial Services. She has worked in the financial services industry for more than 20 years; first as an investment banker and subsequently at a global macro hedge fund of funds.


  • Bachelor of Science degree in economics from the Wharton School at the University of Pennsylvania
  • Master of Business Administration degree from Columbia University Graduate School of Business

Industry Designations

  • Chartered Financial Analyst®

Industry Involvement

  • 100 Women in Finance
  • CFA Institute
  • Columbia Women in Business
  • Wharton Women in Business


  • Wharton Club of New York

News & Resources

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