Elliot Greenberg, CFA

Principal

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Biography
Credentials & Awards
Location(s)

Elliot Greenberg is an institutional advisor based in Chicago, IL.

Elliot is a principal at CAPTRUST, where he provides investment advisory services to institutional clients, including endowments, foundations, corporate retirement plans, and family offices. He is committed to exceeding client expectations through thoughtful, disciplined investment strategies and a high standard of client service.

Elliot joined CAPTRUST in 2021 from Ellwood Associates, an institutional investment consulting firm. During his tenure at Ellwood, he served as an investment consultant on institutional client relationships and led the firm’s manager research team, where he focused on manager selection, due diligence, and portfolio construction.

Elliot earned a Bachelor of Business Administration in Finance from the University of Texas at Austin.

Education

  • Bachelor of Business Administration degree in finance from the University of Texas at Austin

Industry Designations

  • Chartered Financial Analyst®

Industry Involvement

  • CFA® Institute
  • CFA® Society of Chicago

Mission + Markets Podcast

Episode 21: Unlocking Private Markets for Nonprofits

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