Ellen R. Shaer, CFAInvestment Strategist

  • 83 Mason Street
    Greenwich, CT 06830
  • 203.869.0033

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 


  • Chartered Financial Analyst® (CFA)


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


  • Wharton Club of New York

Personal Profile

Chestnut Ridge, NY
Favorite Book or Movie:
To Kill a Mockingbird | The Shawshank Redemption
Ideal Dinner Guest:
My daughter, son, and husband; my parents; and my two sisters and their families
Words to Live By:
People are just as happy as they make up their minds to be
Qualities I Admire in People:
Honesty, integrity, and a good sense of humor