Charles D. Ellis

Charles D. Ellis

Charles D. Ellis serves as a consultant on investing to large institutional investors, government organizations, and wealthy families, as a director of the Vanguard Group of mutual funds and several business ventures, and as Managing Partner of a pro bono partnership of Harvard Business School classmates and friends, The Partners of ’63, which commits time and treasure in support of entrepreneurial, change-oriented ventures in education, particularly those focused on children born into tough circumstances.

Charley’s professional career centered on three decades with Greenwich Associates, the international strategy consulting firm he founded in 1972.  Recognized worldwide for the proprietary research which informs its consulting, the firm grew in the 30 years he was Managing Partner to serve the leading firms in over 130 professional financial markets around the world.

Services to the investment profession include:  Chair and two terms as governor of the profession’s CFA Institute and an associate editor of both The Journal of Portfolio Management and the Financial Analysts Journal.  He is one of 11 individuals honored for lifetime contributions to the investment profession.

Academic activities include two appointments (in 1970 and 1974) to the faculty of the Harvard Business School and one (in 1986) to the Yale School of Management, both to teach the advanced course on investment management, and 20 years on the faculty of the Investment Workshop at Princeton.

Charley 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 has previously served as a successor trustee of YaleUniversity, where he chaired the investment committee, 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 and as a member of the Board of Directors of the Associates of the Harvard Business School.

The author of 16 books, including What It Takes (John Wiley), The Partnership: The Making of Goldman Sachs (Penguin), Joe Wilson and the Creation of Xerox, CAPITAL, and Winning the Loser’s Game (McGraw-Hill), and with Burt Malkiel, Elements of Investing (all John Wiley & Sons), Charley has written over 100 articles for business and professional journals.  His article “The Loser’s Game” won the investment profession’s Graham & Dodd award in 1977.  Joe Wilson was selected as one of the best business books of 2006.

A graduate of Exeter and Yale College, Charley earned an MBA (with distinction) at Harvard Business School and a Ph.D. at New York University.  He is married to his best friend, Linda Koch Lorimer, Vice President and Secretary of Yale University.  Their four children are Harold, Chad, Kelly and Peter.

Hirtle Callaghan

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