Diversity Wins, Inclusion Matters

January 4, 2021 | EP. 107 | Diversity and Inclusion, Gender Parity, Intentional Endowment Network, Stakeholder Advocacy, Thirty Percent Coalition

Eve Ellis, Wealth Advisor, William Blair

Ellis, together with Nikolay Djibankov, leads the Matterhorn Group at William Blair, a full-service wealth advisory group developing and executing sophisticated financial and philanthropic plans for individuals, businesses, and nonprofit institutions. Ellis and I talk about their two portfolios: The Gender Parity Strategy and the The Matterhorn/Refinitiv Diversity & Inclusion Strategy. Ellis explains how the companies they own incorporate a diversity and inclusion social contract into stakeholder engagement. According to Ellis these companies will be the winners in performance and customer loyalty and attract a high quality workforce. Ellis also belongs to the Thirty Percent Coalition and working groups at Intentional Endowment Network, and US SIF to advocate for diversity and inclusion in the workplace.