Charley Ellis

Charley Ellis is an investment committee member at Rebalance. Prior to this, they worked as a senior web analyst at Search Discovery and an account executive at Gartner.

At Search Discovery, Charley ensured proper analytics tracking for Google Analytics reports, metrics, events, goals, and custom dimensions through advanced audits. Charley also worked with clients across all industries - including federal, health, retail, food services, and finance - to develop an analytics implementation strategy across multiple departments within each organization. Additionally, they built client dashboards to visualize key performance indicators and assist with data analysis (Data Studio, Tableau, Domo, & Tap Clicks) and led client engagements to deliver on their tag management, quality assurance, and data tracking needs.

At Gartner, Charley increased revenue by 25% over multiple product lines and developed trusted relationships with each account seat holder. Charley also worked strategically with a vendor to help them leverage Gartner, leading to analyst advice that helped the vendor grow by $5 million in revenue – ultimately growing their services with Gartner as well into a multi-year contract.

Charley Ellis began their educational career at the Marriott School of Business, where they earned a B.S. in marketing with magna cum laude honors. Charley then went on to earn global management and AdWords certification from Brigham Young University. Most recently, they have added Google Analytics certification to their list of credentials.

They are on a team with Kristi Craig - Investment Committee Member, Jay Vivian - Investment Committee Member, and Burt Malkiel - Investment Committee Member. Their manager is Scott Puritz, MD, Investment Committee Member.