2 months ago
Charting a Course for 2023
In this edition of Investment Strategy, Sam Kirby of...
Principal
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.
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In this edition of Investment Strategy, Sam Kirby of...
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