Steve Ellis

Chief Executive Officer at Colorado Capital Management, Inc.

Consumer Services

Finance

Profile

Mr. Steven L.
Ellis, CFA, is a Founder & President at Colorado Capital Management, Inc. He has over 30 years of experience in the financial industry.
He is currently spearheading the firm’s work in the area of impact investing.
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 holds a business degree from the University of Colorado, magna cum laude, and a master’s degree from Cornell University.

Steve Ellis active positions

Companies	Position	Start
Colorado Capital Management, Inc. Colorado Capital Management, Inc. Investment ManagersFinance Colorado Capital Management, Inc. (CCM) is a registered independent investment adviser headquartered in Boulder, Colorado and was founded in 2000. CCM provides investment advisory services for individuals, high net worth individuals, families, trusts, corporations, foundations and other charitable organizations. Their services include investment analysis, allocation of investments, quarterly portfolio statements and ongoing monitoring services for the portfolio.	Chief Executive Officer	01/01/2000

All active positions of Steve Ellis

Training of Steve Ellis

University of Colorado Boulder	Undergraduate Degree
Cornell University	Graduate Degree

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

See the detail of Steve Ellis's experience

Connections

1st degree connections

1st degree companies

Male

Female

Members of the board

Executives

See the personal network

Linked companies

Private companies	1
Colorado Capital Management, Inc. Colorado Capital Management, Inc. Investment ManagersFinance Colorado Capital Management, Inc. (CCM) is a registered independent investment adviser headquartered in Boulder, Colorado and was founded in 2000. CCM provides investment advisory services for individuals, high net worth individuals, families, trusts, corporations, foundations and other charitable organizations. Their services include investment analysis, allocation of investments, quarterly portfolio statements and ongoing monitoring services for the portfolio.	Finance