Ellen R. Shaer

Ellen R. Shaer, CFA has a diverse work experience spanning several companies and roles. Ellen R. is currently employed as the Director - Investment Strategist at CAPTRUST since 2013. In this role, they serve as an experienced outsourced CIO and wealth management investment strategist and consultant, focusing on asset allocation, research, due diligence, alternative investments, holistic advice, and client relationships. Ellen R. has expertise in various areas such as endowments, foundations, defined benefit, defined contribution, and retirement product knowledge.

Prior to their current position, Ellen worked at KEJ Consulting as a Director from 2008 to 2013, where they undertook various projects for private equity firms, including research, portfolio analysis, valuations, RFP's due diligence, and ongoing investor relations.

From 2010 to 2013, Ellen held the position of Director at Cambridge Financial Services Group. Ellen R. also served as a Consultant at CRT Capital Group from 2006 to 2008 and held the role of Director of Investor Services at Martello Investment Management, L.P. from 2002 to 2006.

Before that, Ellen worked as a Director at Pedersen Kammert & Co., LLC from 2000 to 2001, advising clients in mergers and acquisitions, financing strategies, general advisory work, and new business solicitation. Ellen R. also served as the Director of Investments at Capricorn Management from 1998 to 2000.

Earlier in their career, Ellen held the position of Vice President, Corporate Finance & Bankruptcy at Meadowcroft Associates Inc. from 1993 to 1998. Prior to that, they worked as a Vice President at Smith Barney from 1992 to 1993 and as a Vice President at Baring Brothers & Co., Inc. from 1990 to 1992.

Overall, Ellen R. Shaer, CFA brings a wealth of experience and expertise in various areas of investment, consulting, and client relationships.

Ellen R. Shaer, CFA has a Bachelor of Science (B.S.) degree in Economics from The Wharton School. Ellen R. also holds a Master of Business Administration (MBA) degree in Finance from Columbia Business School.

In terms of additional certifications, they have obtained the Securities Industry Essentials (SIE) certification from FINRA in October 2018 and the Chartered Financial Analyst (CFA) designation from the CFA Institute in August 2018. Ellen R. also holds the Series 7 certification from FINRA, which they obtained in April 2015, and the Series 63 certification, obtained in February 1988.