{"id":3974,"date":"2013-07-18T09:30:15","date_gmt":"2013-07-18T16:30:15","guid":{"rendered":"http:\/\/www.wealthfront.com/blog\/?p=3974"},"modified":"2022-02-03T11:25:39","modified_gmt":"2022-02-03T19:25:39","slug":"charley-ellis-joins-wealthfront","status":"publish","type":"post","link":"https:\/\/www.wealthfront.com/blog\/charley-ellis-joins-wealthfront\/","title":{"rendered":"Charley Ellis Joins Wealthfront"},"content":{"rendered":"<p><span class=\"firstcharacter\">A<\/span>t Wealthfront, we believe in putting our clients\u2019 interests first. The trust and confidence our clients place in our service is the primary reason we\u2019re now the<a href=\"https:\/\/www.wealthfront.com/blog\/assets-under-management-may-2013\/\"> largest and fastest-growing software-based financial advisor<\/a>. Our success allows us to attract incredibly talented people from the investment and technology worlds, which in turn enables us to continually improve the service we offer to clients.<\/p>\n<p dir=\"ltr\">We\u2019re honored to announce today that Charley Ellis, founder of Greenwich Associates, the leading research-based strategy consulting firm to the financial services industry, has joined Wealthfront as a member of our advisory board. Charley has written 16 books on individual investing, including the classic <em>Winning the Loser\u2019s Game<\/em>.<\/p>\n<p dir=\"ltr\">It\u2019s hard to find someone in the investment industry whose advice and counsel is more respected than Charley\u2019s. We feel extremely fortunate to have him on our investment advisory board.<\/p>\n<h2>Dedicated to Investment Management and Education<\/h2>\n<p dir=\"ltr\">Charley joins Wealthfront after a career of over 50 years advising many of the world\u2019s leading investment management and securities firms. Charley chaired the CFA Institute, served on the faculty of Harvard Business School and the Yale School of Management, and chaired the investment committee at Yale University. Yale, led by its Chief Investment Officer, David Swensen, is viewed by many as the best large diversified portfolio manager in the world. Charley also served on the Vanguard Group board of directors for almost a decade.<\/p>\n<p>Among Charley\u2019s books is <em>The Elements of Investing<\/em>. Co-authored with Wealthfront\u2019s Chief Investment Officer Burt Malkiel, it is considered one of the simplest, clearest books about investing ever written.<\/p>\n<h2>The Importance of Trust and Character<\/h2>\n<p dir=\"ltr\">Charley\u2019s tireless advocacy for the principle of putting the interests of clients first makes him a perfect fit for Wealthfront\u2019s culture and business.<\/p>\n<p dir=\"ltr\">\u201cThe secret to success in selecting an investment manager is to recognize that choosing a manager is a lot like marrying. Too many investors are \u201cdating\u201d managers, and as a result, are quite unintentionally asking for trouble,\u201d he says. \u201cIn choosing a spouse, the most important factor is trust, and the secret to trust is character.\u201d<\/p>\n<h2>Over 200 Years of Experience<\/h2>\n<p dir=\"ltr\">Charley joins the Wealthfront investment advisory board, which is led by Burt, and includes Paul Pfleiderer, Meir Statman, Larry Cohen, Qian Liu, Andy Rachleff and Jeff Rosenberger. Together, they have over 200 years of experience in the industry, and, among them, over 20 published books.<\/p>\n<p dir=\"ltr\">\u201cI\u2019ve been advising investment managers for over half a century, focusing on the importance of putting the client first and offering them the best possible financial advice at the lowest possible costs,\u201d Charley says. \u201cI\u2019m excited about working with Wealthfront because I believe everyone deserves access to sophisticated management and Wealthfront\u2019s software-based approach appears to be the only way to accomplish that goal.\u201d<\/p>\n<p>Welcome to the team, Charley. We\u2019re excited to build the next-generation financial advisor together.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>At Wealthfront, we believe in putting our clients\u2019 interests first. The trust and confidence our clients place in our service is the primary reason we\u2019re now the largest and fastest-growing software-based financial advisor. Our success allows us to attract incredibly talented people from the investment and technology worlds, which in turn enables us to continually [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":7278,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"footnotes":""},"categories":[1282],"tags":[1392,1418],"coauthors":[523],"class_list":["post-3974","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-investing","tag-burt-malkiel","tag-charley-ellis"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Charley Ellis Joins Wealthfront | Wealthfront<\/title>\n<meta name=\"description\" content=\"Charley Ellis, one of the world&#039;s top investment thinkers, joins Wealthfront, the leading software-based financial advisor.\" \/>\n<meta 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