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Interviewee Bios

John Bogle
Harry Dent
Charles Ellis
Louis Harvey
Arthur Levitt
Roger Lowenstein
Burton Malkiel
Mark Matson
Harry Markowitz
Lyman Ott
Joshua Helman, M.D.
Don Phillips
Douglas Schulz
Jeremy Siegel
Dan Solin
Fred Vigorito
Dan Wheeler

Dr. Charles Ellis

Author - "Winning the Loser's game"
Founder - Greenwich Associates

Charles Ellis is a Senior Advisor with Greenwich Associates, a strategy consulting firm focusing on financial institutions.

Education:
Yale, BA; Harvard, MBA; New York University, PhD.

Awards and Honors: Professor Harvard Business School and Yale School of Management.

Notable:
founded Greenwich Associates, in 1972. The firm's clients include commercial banks, investment banks, securities dealers, investment managers, and insurance companies in the U.S., Europe, and Japan. Ellis has authored several books and articles on finance. He served as president of the Institute of Chartered Financial Analysts for over twenty years.

Further Reading:
Investment Policy: How to Win the Loser's Game, Ellis, Charles.

 

 

 

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