Charles D. Ellis

Charles “Charley” D. Ellis (an haife shi a ranar 22 ga Oktoba, 1937) ƙwararren mai ba da shawara ne kan harkokin zuba jari na Amurka. A shekarar 1972, Ellis ya kafa Greenwich Associates, wani kamfanin ba da shawara kan dabarun ƙasa da ƙasa wanda ya mayar da hankali kan cibiyoyin kuɗi. An san Ellis a matsayin jagora wajen haɓaka amfani da saka hannun jari iri-iri ta hanyar asusun index .   

 Rayuwar farko da ilimi 
An haifi Ellis a shekarar 1937 a Roxbury, Boston, Massachusetts. Mahaifin Ellis, Raymond W., ya yi aiki a rundunar sojojin ruwa a lokacin Yaƙin Duniya na Biyu . Ellis ya je Kwalejin Phillips Exeter sannan ya je Kwalejin Yale inda ya sami digirin BA a Tarihin Fasaha a shekarar 1959. A Yale yana Kwalejin Timothy Dwight kuma ya yi aiki a matsayin Shugaban WYBC, tashar rediyo ta ɗaliban kwalejin. A shekarar 1963, Ellis ya kammala karatunsa da matsayi daga Makarantar Kasuwanci ta Harvard, wanda Ellis ya yaba da shi a matsayin "wani abin da ya canza" a farkon rayuwarsa. Ellis ya tafi aiki a ofishin iyalan Rockefeller kuma ya fara shirin PhD a fannin Tattalin Arzikin Kuɗi a Jami'ar New York, wanda zai kammala a cikin shekaru masu zuwa. "HBS Interview" (PDF). Archived from the original (PDF) on 2016-11-29. Retrieved 2014-05-11.

 Farkon aikina 
Bayan ɗan lokaci da ya yi aiki a WGBH, gidan rediyon jama'a na Boston, sannan ya yi aiki a Soja, Ellis ya fara aiki da ofishin saka hannun jari na iyali na Rockefeller. A shekarar 1966, ya shiga Donaldson, Lufkin &amp; Jenrette . Ta hanyar gogewarsa a can, ya ƙirƙiro manufar Greenwich Associates, wadda ya kafa a shekarar 1972. A cikin shekaru 30 da ya yi a matsayin Manajan Abokin Hulɗa, Greenwich Associates ta girma ta yi wa manyan kamfanoni hidima a kasuwannin kuɗi sama da 130 a faɗin duniya tare da binciken mallakarsu da aka san su da shi sosai.  

 Dabarun saka hannun jari 
A shekarar 1975, Ellis ya rubuta labarin "The Loser's Game" a cikin Mujallar Masu Nazarin Kuɗi . Labarin ya ci gaba da lashe kyautar Graham & Dodd a shekarar 1977, kuma a cikinsa Ellis ya yi jayayya:Kasuwancin gudanar da saka hannun jari (ya kamata ya zama sana'a amma ba haka ba) an gina shi ne bisa ga imani mai sauƙi da asali: Manajan kuɗi na ƙwararru na iya yin nasara a kasuwa. Wannan tunanin ya yi kama da ƙarya.Madadin haka, Ellis ya ba da shawarar dabarun saka hannun jari a asusun saka hannun jari mai rahusa, kuma ya faɗaɗa wannan hanyar a cikin littafinsa Winning the Loser's Game .   Ellis ya ci gaba da rubuta littattafai da labarai da dama kan saka hannun jari, ciki har da: Haɗin gwiwa: Yin G oldman Sachs,  Abin da Yake Take, nazarin manyan kamfanoni na ƙwararru, Ferri, Rick (2012-06-18). "Blog: Indexing Hero Charles Ellis". Forbes (Contributor). Retrieved 2014-05-11.  da kuma Rethinking Investing: Jagora Mai Gajeru Gajeru Don Zuba Jari Mai Dogon Lokaci . 

 Koyarwa da hidimar jami'a 
An naɗa Ellis sau biyu a cikin malaman Makarantar Kasuwanci ta Harvard a shekarun 1970 da 1974 da kuma Makarantar Gudanarwa ta Yale a shekarar 1986. A Harvard da Yale, ya koyar da darussa na gaba kan kula da saka hannun jari. "HBS Interview" (PDF). Archived from the original (PDF) on 2016-11-29. Retrieved 2014-05-11.

Ellis ya yi aiki a matsayin magajin amintaccen Jami'ar Yale daga 1997 zuwa 2008, inda ya jagoranci kwamitin saka hannun jari na jami'ar na tsawon shekaru tara tare da Babban Jami'in Zuba Jari David Swensen. Ya sami lambar yabo ta Yale a shekarar 2009 saboda hidimar da ya yi wa Jami'ar.  

Ya yi aiki a hukumar gudanarwa ta Makarantar Kasuwanci ta Harvard kuma ya sami kyautar tsofaffin ɗaliban makarantar don hidimar rayuwa a shekarar 1993. 

 Ayyukan gwamnati, na jama'a da na hukumar gudanarwa 
Ellis ya yi aiki a matsayin shugaban kwamitin gudanarwa na Cibiyar Nazarin Kuɗi Mai Lasisi kuma tun daga shekarar 2019, yana ɗaya daga cikin mutane goma sha biyar kacal da Cibiyar CFA ta amince da su saboda gudummawar da suka bayar ga harkar saka hannun jari. [1] Ya kuma yi aiki a matsayin amintaccen Kwalejin Phillips Exeter da Makarantar Eagle Hill, da kuma Mai Kula da Makarantun Kasuwanci na Stern a Jami'ar New York .

Bayan ya sauka daga Greenwich Associates, Ellis ya yi aiki a matsayin darakta ko mai ba da shawara ga ƙungiyoyi da yawa. Ya yi aiki a matsayin darektan Vanguard Group daga 2001 zuwa 2009, kuma a matsayin amintaccen Gidauniyar Robert Wood Johnson . Ya kasance babban abokin tarayya na The Partners na '63, haɗin gwiwa na haɗin gwiwa na abokan karatun Harvard Business School da abokan aiki, wanda ke tallafawa harkokin kasuwanci a fannin ilimi. A ƙasashen duniya, Ellis ya yi aiki a matsayin mai ba da shawara ga GIC na Singapore, da kuma "kuɗaɗen nan gaba" na New Zealand da Ostiraliya. "Charley Ellis". Rebalance360.com. Retrieved 2014-05-11.  

A halin yanzu yana aiki a matsayin shugaban kwamitin gudanarwa na Cibiyar Bincike ta Whitehead da kuma shugaban kwamitin gudanarwa na Essentia Analytics. Bugu da ƙari, yana aiki a kwamitin ba da shawara na Wealthfront, Rebalance, The Water Company, GeoSynFuels, da IMDx. Bugu da ƙari, yana da kwamitin gudanarwa na Long Wharf Theatre da kuma wasu ƙungiyoyin yanki na Connecticut.   

 Rayuwa ta sirri 
Ellis tana da aure da Linda Koch Lorimer, Mataimakiyar Shugabar Shirye-shiryen Duniya da Dabaru a Jami'ar Yale kuma tare suna da 'ya'ya huɗu manya. 

 Littattafai 

 Littattafai 

 Ellis, Charles D. (2025). Sake Tunani kan Zuba Jari: Jagora Mai Takaitaccen Bayani Kan Zuba Jari Na Dogon Lokaci






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Rukuni:Rayayyun mutane
Rukuni:Haifaffun 1937
Rukuni:Shafuka masu fassarorin da ba'a duba ba