The Matterhorn Group at Morgan Stanley

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The Matterhorn Group

OUR MISSION STATEMENT

Experience, intellectual capital, sophisticated planning, and investments aligned with your values to help you meet your life goals.

Our Story and Services

About Us

In 2012, the Matterhorn Group was formed at Morgan Stanley, to bring together the talents of 2 experienced financial professionals, Eve Ellis of Morgan Stanley and Nikolay Djibankov, then of Goldman Sachs. Both were passionate about financial plans as a tool for identifying and supporting client goals, and preserving and growing client wealth. 

Today, Matterhorn is best known for development and execution of sophisticated plans to help meet client financial and moral objectives, and for its pioneering approach to Impact and Gender-Lens investments.

Services Include

  • Wealth Consulting
  • Wealth Management
  • Alternative Investments
  • Asset Management
  • Estate Planning Strategies
  • Lending Products
  • LGBT Planning Services
  • Philanthropic Services
  • Professional Portfolio Management
  • Sustainable Investing


Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Wealth Planning

It All Begins With Your Wealth Plan


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DISCOVER
We take an in-depth inventory of your assets,  special situations, prospects and objectives.

CREATE
We develop wealth-sustaining solutions to help you achieve your goals.

ACT
We help you implement the strategies we agree upon.

ADJUST
Achieving your goals requires vigilance and flexibility. We monitor your progress and make adjustments to deal with changing circumstances, markets, tax laws and priorities.


Impact & Gender-Lens Investing

Impact and Gender-Lens Investing with the Matterhorn Group

There is no need to sacrifice financial returns when you align your investments with your values.

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The Matterhorn Group partners are pioneers on sustainable and gender-lends investing.

 


For more information about the Matterhorn's Group's Proprietary Portfolios:

The Parity Portfolio
The Diversity & Inclusion Portfolio


Press, Panels, and Awards









  • 04/29/2014. 30% Club Launch at Bloomberg. NYC. 
  • 10/14/2014. High Water Women Symposium. NYC. Investing in the G-Governance.
  • 10/21/2014. Women’s Bond Club at Thomson Reuters. NYC. Trading on Diversity.
  • 10/31/ 2014.  Social Enterprise Conference at Columbia Business School. NYC. How Are ESG Strategies Driving a Sustainable Future.
  • 03/18/2015. 30% Club / 2020 Women on Boards at Bloomberg. NYC. Refreshing the Board. 
  • 05/06/2015. US SIF Conference. Chicago. Sustainable Investing
  • 10/01/2015. Outsell Signature Event. Pinehurst, NC.   Thomson Reuters Diversity & Inclusion Panel.
  • 11/19/2015. New York Women’s Forum Breakfast of Corporate Champions. NYC. How Gender Diversity Creates Value.
  • 12/09/2016. Gender Equality in the C-Suite & Boardroom. Skytop Strategies. Chicago. The Path to Value Creation. 
  • 03/14/2017. Hypatia Capital, Investing in Women CEO’s Summit. NYC. The Public Markets.
  • 07/17/2017. CSR Investing Summit at Thomson Reuters. NYC. Defining “American Investing Values” and Purposeful Investing.
  • 09/09/2017. Invest in Women 2017 Conference. Financial Advisor. Dallas. Using Impact Investing to Attract High-Net-Worth Clients.
  • 10/19/2017. Gitterman Smart Impact Investing Conference. NYC. Understanding Portfolio Strategies of ESG Focused Advisors.
  • 10/30/2017. Generating Alpha-ESG Screening as a Core Driver of Institutional Performance. Skytop Strategies.  NYC. Best Practices in Building the Investment Case.



  • 05/15/2013. Women Advisors Forum. NYC. Why Parity Matters.
  • 06/13/2017. “ICare” Employee Event at Thomson Reuters. NYC. Diversity and Inclusion in the Workplace
  • 09/28/2017.  Dress for Success Worldwide Women in Business Breakfast. NYC.  Keynote Speaker.
  • 05/08/2018.  The  Women’s  Bond  Club of New York’s Betty  Cook  Award which recognizes a recipient (Eve Ellis, of The Matterhorn Group) for exceptional dedication to the advancement of women.


Location

Location

  • 1290 Ave Of Americas, 12th Fl
  • New York, NY 10104


    Meet The Matterhorn Group

    Ready to start a conversation? Contact The Matterhorn Group today.

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