Paul was a certified financial planner and franchise advisor with Ameriprise for 23 years, and has become a nationally recognized expert on sustainable investing. Paul believes the UN Sustainable Development Goals (SDGs) exemplify the use of cross-sector collaboration, linking business, government, and civil society in support of people, planet, and profit–in that order.
As the principal at Paul Ellis Consulting, Paul 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 will moderate a sustainable investing panel at FA Magazine’s national Invest In Women Conference, the leading forum for women financial advisors and female clients. He will also be on the road for sustainable investment symposiums in Chicago, Minneapolis, and Washington, DC., and will collaborate with Gitterman Wealth Management on the SMART Investing Annual Conference in New York, to be 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.
Paul has a JD degree from Tulane Law School and a BA from Tulane University, and has been inducted into the Tulane Athletic Hall of Fame for his football career at Tulane. Paul lives in Beacon, NY, an historic town on the banks of the Hudson River, where he is on the Board of Common Ground Farm and volunteers with the Beacon Institute for Rivers and Estuaries, a nonprofit research and educational institution affiliated with Clarkson University.