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Investment Advisory with Ellen Chiu (Westfuller Advisors)
The investment advisory industry manages trillions and trillions of client assets, for individuals and institutions, to support their financial objectives. Increasingly, thanks to the rise of sustainable finance, impact investing and the great generational wealth transfer, more and more clients are adding social impact goals alongside their financial ones.
Join us and guest Ellen Chiu (Westfuller Advisors) to learn about how her progressive values brought her to her current role in the investment advisory industry, the relationship and reciprocity firms like hers have with their clients, and why impact measurement’s something she’s so excited about.
Brief primer on the size, scale and scope of the investment advisory industry [1:06]
Ellen shares how her upbringing and immigrant parents sparked her interest in finance [7:01]
How Ellen first got exposed to the investment advisory industry [9:34]
An introduction to Ellen’s firm, Westfuller Advisors and who they work with [11:30]
How Westfuller works with institutional clients to support their investment needs and mission goals [14:42]
Matchmaking for mission [22:00]
One of the project’s Ellen’s most excited about currently [24:06]
Advice Ellen would give her younger self [27:57]
All views expressed by our guest are her own and do not necessarily express the views of Westfuller Advisors.
Demystifying Industry Jargon: RIA, CFA, portfolio management, OCIO, impact measurement, IPS
Impact(ed) is written, recorded and produced by its two co-hosts, Eric Horvath and Lucas Turner-Owens. Please connect with us on Linkedin, we’d love to hear your thoughts on this episode, your recommendations for future topics and guests, and be in community with you.
Original Music by Lucas Turner-Owens.
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By Impact(ed)
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The investment advisory industry manages trillions and trillions of client assets, for individuals and institutions, to support their financial objectives. Increasingly, thanks to the rise of sustainable finance, impact investing and the great generational wealth transfer, more and more clients are adding social impact goals alongside their financial ones.
Join us and guest Ellen Chiu (Westfuller Advisors) to learn about how her progressive values brought her to her current role in the investment advisory industry, the relationship and reciprocity firms like hers have with their clients, and why impact measurement’s something she’s so excited about.
Brief primer on the size, scale and scope of the investment advisory industry [1:06]
Ellen shares how her upbringing and immigrant parents sparked her interest in finance [7:01]
How Ellen first got exposed to the investment advisory industry [9:34]
An introduction to Ellen’s firm, Westfuller Advisors and who they work with [11:30]
How Westfuller works with institutional clients to support their investment needs and mission goals [14:42]
Matchmaking for mission [22:00]
One of the project’s Ellen’s most excited about currently [24:06]
Advice Ellen would give her younger self [27:57]
All views expressed by our guest are her own and do not necessarily express the views of Westfuller Advisors.
Demystifying Industry Jargon: RIA, CFA, portfolio management, OCIO, impact measurement, IPS
Impact(ed) is written, recorded and produced by its two co-hosts, Eric Horvath and Lucas Turner-Owens. Please connect with us on Linkedin, we’d love to hear your thoughts on this episode, your recommendations for future topics and guests, and be in community with you.
Original Music by Lucas Turner-Owens.