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Founded by John Ellwood at 130 West Monroe in Chicago.
Hired Ellwood’s second employee. Developed manager style analysis. First shares of J.H. Ellwood & Associates were issued.
Reached 14 employees which
necessitated a move to a larger
office at the Sears Tower.
Continued growth forced a move to the Monroe Building at 104 South Michigan.
Developed computerized manager reports.
1997 Ellwood celebrated 20 years
1994 Russ Hill, our current CEO, joins Ellwood from a competitor.
and had a total of 89 clients and 34 employees.
Employee Stock Ownership Plan (ESOP) was established.
John Ellwood retired and the ESOP
becomes the 100% owner. Russ Hill
appointed as Ellwood’s second CEO.
Introduced discretionary consulting services.
Moved to our current
location at 33 West Monroe.
2016 Acquired Watershed Investment Consultants of Denver, CO, marking a westward expansion of the firm.
Ellwood celebrates 40 years with a total of 178 clients and 57 employees.