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 has successfully completed the CFA Level II Program.
To learn more about Elle and her expertise, please visit her LinkedIn profile.
