Ellen Ellison

Chief Investment Officer at The University of Illinois Foundation

Ellen Ellison

Ellen Ellison

Chief Investment Officer at The University of Illinois Foundation

Biography

Ellen J. Ellison joined the University of Miami in 2006 after working as a portfolio manager for 20 years for a number of Wall Street firms. Most recently, she was a Senior Vice President at Fiduciary Trust Co., International for over 12 years and a member of the firm?s investment policy and international equity research committees. During her time at Fiduciary Trust, Ellen managed international equities, debt and balanced portfolios from the firm?s Miami-based operations and was the head of the Investment Team. Before joining the University of Miami as its first dedicated investment professional, Ms. Ellison served as Chief Investment Officer and established the investment platform for a family office with extensive operating activities in real estate and banking.

At the University of Miami, Ellen has focused on asset allocation, manager search and selection and risk management for two portfolios totaling $1.3 billion. She is responsible for 32 external managers across multiple asset classes with significant assets in marketable and non-marketable alternatives. She also oversees the institution?s short-term assets of $300 million that are managed internally and is a member of the University?s 403(b) Investment Committee.

A graduate of Mount Holyoke College and Columbia University Graduate School of Business (MBA in International Business and Finance), Ellen is a Chartered Financial Analyst and active member of the CFA Institute. She is a member of the expert panel on the CFA Global Body of Investment Knowledge covering Economics, Derivatives and Financial Statement Analysis. Ellen is fluent in French, German and Spanish and serves on several external investment committees for various not-for-profit organizations and wealthy families.

Overview
Career Highlights

The University of Illinois Foundation
University of Miami

RelSci Relationships

1661

Number of Boards

2

Number of Awards

1

Relationships
RelSci Relationships are individuals Ellen Ellison likely has professional access to. A relationship does not necessarily indicate a personal connection.

Treasurer & Chief Financial Officer at The University of Illinois Foundation

Relationship likelihood: Strong

Vice President & General Counsel Board Legal Counsel at The University of Illinois Foundation

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President & Chief Executive Officer at The University of Illinois Foundation

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Vice Chairman at The University of Illinois Foundation

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Executive Director of Development Services at The University of Illinois Foundation

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Vice President, Chief Financial Officer & Comptroller at University of Illinois at Urbana-Champaign

Relationship likelihood: Strong

Controller & Associate Vice President, Accounting & Gift Administration at The University of Illinois Foundation

Relationship likelihood: Strong

Managing Director at The University of Illinois Foundation

Relationship likelihood: Strong

Director, Public Markets & Marketable Alternatives at The University of Illinois Foundation

Relationship likelihood: Strong

Director of Trust Services at The University of Illinois Foundation

Relationship likelihood: Strong

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Ellen Ellison
Chief Investment Officer at The University of Illinois Foundation
Education
Graduate
Class of 1980

THS MISSION OF MOUNT HOLYOKE COLLEGE IS TO PROVIDE AN INTELLECTUALLY ADVENTUROUS EDUCATION IN THE LIBERAL ARTS AND SCIENCES THROUGH ACADEMIC PROGRAMS RECOGNIZED INTERNATIONALLY FOR THEIR EXCELLENCE AND RANGE; TO DRAW STUDENTS FROM ALL BACKGROUNDS INTO AN EXCEPTIONALLY DIVERSE AND INCLUSIVE LEARNING COMMUNITY WITH HIGHLY ACCOMPLISHED, COMMITTED, AND RESPONSIVE FACULTY AND STAFF; TO CONTINUE BUILDING ON THE COLLEGE'S HISTORIC LEGACY OF LEADERSHIP IN THE EDUCATION OF WOMEN; AND TO PREPARE STUDENTS, THROUGH A LIBERAL EDUCATION INTEGRATING CURRICULUM AND CAREERS, FOR LIVES OF THOUGHTFUL, EFFECTIVE, AND PURPOSEFUL ENGAGEMENT IN THE WORLD.

MBA

Columbia Business School (CBS) is the business school of Columbia University in Manhattan, New York City. It was established in 1916 to provide business training and professional preparation for undergraduate and graduate Columbia University students. It is one of six Ivy League business schools and its admission process is among the most selective of top business schools.

Memberships
Member
Current

The Mission of the CFA Institute is to lead the investment profession globally by promoting the highest standards of ethics, education, and professional excellence for the ultimate benefit of society.

Career History
Chief Investment Officer
Current

Established in 1935, the University of Illinois Foundation is an independent Illinois not-for-profit membership corporation registered with the state of Illinois. Its corporate mission is to advance the interests and welfare of the University. As stated in its Articles of Incorporation, the role of the University of Illinois Foundation is procuring private support on behalf of the University. The Foundation functions as the independent official fundraising and private gift-receiving agency for the University of Illinois. The Foundation works hand-in-hand with the President of the University of Illinois and the Chancellor for each campus to identify strategic private support priorities, create suitable fundraising strategies and tactics and then implement and evaluate appropriate development programs. The Foundation operates through a professional staff under the direction of the President who is appointed by the UIF Board of Directors. Together, the President and the UIF Board provide leadership and direction to guide the Foundation’s activities. Each campus also has its own development or advancement office, whose overall efforts are directed by a designated chief leadership officer. This individual acts as the principal fundraising officer for the specific campus represented; they have a dual reporting relationship, heading both the campus office of development or advancement and acting as a Vice President of the Foundation, so they act as a liaison between the Foundation and the specific campus that they serve. Development professionals throughout the University community represent donors during the giving process and serve as stewards of their generosity. In its role of developing private gifts, the Foundation leads the effort to plan and mount special fundraising initiatives, as well as annual giving programs and major capital campaigns, working in collaboration with a network of University development professionals. The Foundation provides wide-ranging leadership and assistance to each campus relative to fundraising responsibilities that require specialized subject matter expertise, including areas such as campaign planning and deployment, donor relations, annual giving, gift planning, trust services and events management. Foundation personnel also have extensive expertise in matters of taxation, investments, estate planning and financial management, especially as they relate to the benefits associated with charitable giving. Foundation professionals also assist donors and their advisers in structuring tax-sensitive gifts through the gift planning and trust services office, so that donors are in a better position to make informed decisions about their charitable giving. The emphasis is on accommodating a donor’s personal and family priorities while permitting them to provide support to the University of Illinois.

Executive Director of Investments
Prior

The University of Miami is a private research university in Coral Gables, Florida. As of 2019, the university enrolls 17,811 students in 12 separate colleges/schools, including the Leonard M. Miller School of Medicine in Miami's Health District, a law school on the main campus, and the Rosenstiel School of Marine and Atmospheric Science focused on the study of oceanography and atmospheric sciences on Virginia Key, with research facilities at the Richmond Facility in southern Miami-Dade County. The university offers 132 undergraduate, 148 master's, and 67 doctoral degree programs, of which 63 are research/scholarship and four professional areas of study. Over the years, the university's students have represented all 50 states and close to 150 foreign countries. With more than 16,000 full- and part-time faculty and staff, UM is a top 10 employer in Miami-Dade County. UM's main campus in Coral Gables has 239 acres and over 5.7 million square feet of buildings. Research is a component of each academic division, with UM attracting $358.9 million in sponsored research grants in FY 2019. UM offers a large library system with over 3.9 million volumes and exceptional holdings in Cuban heritage and music. UM also offers a wide range of student activities, including fraternities and sororities, a student newspaper and a radio station. UM's intercollegiate athletic teams, collectively known as the Miami Hurricanes, compete in Division I of the National Collegiate Athletic Association. UM's football team has won five national championships since 1983 and its baseball team has won four national championships since 1982.

Senior Vice President
Prior

Sophisticated investment management and an unrelenting focus on our clients are the foundations of Fiduciary Trust Company. Our clients value the firm’s ability to combine successful investing with trust services, estate and financial planning, and family office services to achieve their unique objectives. This integrated approach helps us to understand a client’s situation—now, and over future generations. Founded in 1885 as a family office and incorporated in 1928, we now operate as an independent, privately owned wealth management firm supervising over $10 billion of assets for individuals, families and select charitable organizations

Boards & Committees
Member, Advisory Board
Current
Awards & Honors
CFA (Chartered Financial Analyst)
Events
Speaker
Bermuda
18th Annual Global Hedge Fund Summit

Speaker
San Francisco, CA, United States
18th Annual Alpha Hedge Institutional Investment Conference

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