Ellen Stone

Ellen Stone is a Partner and senior portfolio manager at Baldwin Brothers - Wealth Management, based in Marion, MA. She plays a pivotal role in overseeing client portfolios, with a particular emphasis on sustainable wealth management initiatives and custom investment solutions. In this capacity, she collaborates closely with the firm's leadership to advance responsible and impact-oriented investing practices for high-net-worth individuals and families.

Stone’s investment focus centers on sustainable and responsible investment platforms, incorporating environmental, social, and governance (ESG) criteria into portfolio strategies. She has contributed to the launch and management of innovative sustainable investment offerings at Baldwin Brothers, and works alongside sector specialists to integrate these standards across a range of asset classes, with particular expertise in equities and bespoke impact investing strategies.

Prior to joining Baldwin Brothers, Ellen Stone earned her Bachelor of Arts in History from Smith College. Over her decades-long tenure since 1995, she has been instrumental in shaping Baldwin Brothers’ reputation for sustainable wealth management, serving as an industry resource for clients interested in ESG and impact investing. Stone is also connected to broader networks in responsible investing and has contributed to several platform launches and sector collaborations, demonstrating significant leadership in advancing sustainable finance.