• Contributing journalist at Investopedia and FA Magazie
  • Host of The Sustainable Finance Podcast at BrightTALK
  • Co-convenor of the 2018 Sustainable Investing Conference at the United Nations

Experience

As the principal at Paul Ellis Consulting, Paul Ellis works with both individual advisors and large investment firms to integrate ESG investing into their portfolio and sales strategies. Incorporating his knowledge of current investor trends, the most robust ESG analytics, and the latest technology trading solutions, Paul helps his clients capitalize on the growing business opportunities in the transition to a low-carbon economy. Paul is also partnering with Gitterman Wealth Management in New York to offer SMART Investing educational events, investment strategies, and consulting services for RIAs.

As a featured columnist at FA Magazine, Paul interviews thought leaders throughout the financial services industry who are bringing sustainable investing into the mainstream. His latest series of articles features 15 women trendsetters and innovators in the impact and sustainable finance sector.

Paul frequently participates in conferences, seminars, and webinars nationwide. He joined John Hale, Director of Sustainability Research at Morningstar, on a panel at Morningstar's 2017 national conference. In 2018, he moderated a sustainable investing panel at FA Magazine's national Invest In Women Conference, the leading forum for women financial advisors and female clients. He was also on the road for sustainable investment symposiums in Chicago, Minneapolis, and Washington, DC., and collaborated with Gitterman Wealth Management on the SMART Investing Annual Conference in New York, held at the United Nations.

Paul has been interviewed by The Wall Street Journal and has presented the marketing segment for the live instruction course, Fundamentals of Sustainable and Responsible Investment, given by US SIF: The Forum for Sustainable and Responsible Investment. Paul Ellis Consulting is a member of SASB, the Sustainability Accounting Standards Board, which is built on the premise that markets don’t need more data, they need better data.

Education

Paul received his bachelor's degree in psychology from Tulane University and earned his Juris Doctor from Tulane Law School.

Quote from Paul O. Ellis

"I work with a collaboration of subject matter experts in ESG and impact-focused sustainable investing. Advisor and Investor education regarding the benefits, opportunities, and performance of ESG and Impact integrated portfolio strategies is a priority of our work and the core focus of my personal business mission."