Elle Schaefer
Senior Associate
Elle supports the client services team at EHS through data analysis, program process improvements, and applications of cutting-edge technologies. She contributes to the operational structure for client projects, aiding in program logistics and process organization.
Prior to joining EHS, Elle worked at BNY Mellon, primarily servicing Wealth Management clients. She has experience working with 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.