Elle Schaefer
Senior Associate
Elle supports the Client Services team at EHS Partners through data analysis, program process improvements and applications of cutting-edge technologies.
Prior to joining us, Elle worked at BNY Mellon, primarily servicing a Wealth Management client base of ultra-high net worth individuals and families. Her strong technical acumen in asset allocation, portfolio rebalancing and markets and economic trends, paired with her professional relationship-building skills helped her support her clients’ wealth journeys closely tied to their personal and financial goals.
Elle earned a BS in Business Administration and Decision Science with University Honors from Carnegie Mellon University. She is a CFA Level II Candidate.
To learn more about Elle and her expertise, please visit her LinkedIn profile.
