Steven L. Ellis, CFA. Steve is the founder (in early 2000) and president of Colorado Capital Management. He has 30 years of experience in the financial industry. His early work included teaching college courses in accounting and finance, consulting for a major accounting firm, and researching and acquiring investments as the chief due diligence officer of a national financial planning firm. Since 1989, he has advised individual and institutional investors on the management of their wealth. He is currently spearheading the firm’s work in the area of impact investing. He is a Chartered Financial Analyst (CFA), holds a business degree from the University of Colorado, magna cum laude, and a masters degree from Cornell University.
Steve is married, with two daughters, enjoys hiking, biking, skiing and tennis, and is very active in the community. He has served on the board and/or the finance/investment/allocation committees of the Allied Jewish Federation, Boulder Jewish Community Foundation, Boulder Jewish Community Center, Horizons K-8 School, Congregation Nevei Kodesh, 18 Pomegranates Seed Council and the Rose Community Foundation. He is also currently involved with Teach for America, La Puente Home, Jewish Family Service, and The Unreasonable Institute.