January 23, 2015

Charles Ellis is a legend in the investment field for several reasons. He was the founder and longtime head of top international investment consulting firm, Greenwich Associates. He has advised both for profit and not for profit institutions including corporations, universities, pension funds and governments, as well as high net worth individuals on their investment strategies and choices. He has taught at both Harvard’s and Yale’s business schools, served on numerous boards and authored 16 books including the investment classic, Winning the Loser’s Game.
I asked Ellis why he chose his latest project, tackling the nation’s retirement crisis by co-authoring Falling Short: The Coming Retirement Crisis and What to Do About It.

Watch the related WEALTHTRACK episode.

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