Steven Ellis
Professional Focus and Services
Colorado Capital Management is a Certified B Corporation and a
leader in the field of impact investing (SRI, ESG, and private debt
and equity). Located in Boulder, Colorado, we manage approximately
$250 million in assets for families and foundations and have a 15
year track record of success. We provide fee-only financial
advisory services including financial planning, portfolio
management, and impact investing.
Steve Ellis, the president and founder of Colorado Capital
Management, has close to three decades of experience as a fee-only
financial advisor, and a similar tenure working as a volunteer to
support mission driven, community based organizations. With impact
investing, he has found a powerful and meaningful way to bring
together his professional skills with his passion for making a
difference in the world. He works with many of the firm's largest
clients.
Steve is also committed to helping build the impact investing
industry, and is a popular speaker and educator. He is currently
writing a guidebook for students, professionals and investors who
are interested in learning more about field. Steve and his wife
Cathy Summer live in Boulder, Colorado.
Everyone at CCM believes strongly in giving back to our community
through volunteerism and through the CCM Foundation.
