Elliot Greenberg, CFA


Education & Other Highlights

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

CAPTRUST welcomed Elliot to our team in 2021. As a principal, he specializes in corporate retirement plans, endowments, foundations, and family offices.

Elliot joined us from Ellwood Associates—a comprehensive financial services firm—where he served as ​​director of traditional manager research and consultant. In this role, Elliot relied heavily on in-depth qualitative and quantitative analysis, leading the due diligence process to identify, evaluate, and make investment recommendations to add value to client portfolios.

Prior to Elliot’s promotion to consultant, he worked as a senior research analyst at Ellwood. He attended the University of Texas at Austin and graduated with a Bachelor of Business Administration degree in finance.


  • 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


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