Elliot is a Partner and Senior Client Advisor at our firm. With over 17 years of experience in family wealth advising, Elliot is dedicated to delivering personalized planning strategies and sophisticated investment advice to our clients.
Elliot’s diverse expertise in the field positions him as a trusted advisor to his clients and a valued connector amongst his industry peers. Leveraging his professional background, he enjoys working with clients to help simplify complex tax, estate, philanthropic, and wealth planning strategies.
Prior to joining Ballentine Partners, Elliot held notable roles, including Partner at MPI Business Valuation and Director of Charitable Planning at Fidelity Charitable. He holds a degree from Ithaca College and is a Chartered Advisor in Philanthropy (CAP).
Beyond his professional achievements, Elliot is deeply engaged in both community and industry organizations including the Boston Foundation, the Community Foundation for MetroWest, and the Boston Estate Planning Council (board member 2018-2021).
Elliot’s dedication to his clients and the field have been recognized with awards including the 2022 Alliance Young Professionals Award [1] from the Family Wealth Alliance and the 2024 Presidents Award [2] from the Boston Estate Planning Council.
Outside of work, Elliot enjoys spending time with his family. He lives in Needham, MA with his wife, Rebecca, and their three children, Lilah, Leo, and Emmett.
[1]Family Wealth Report Young Professionals Awards 2022, Ballentine Partners did not pay any fee or receive any compensation to participate. Please see important disclosures and limitations here.
[2]Boston Estate Planning Council 2024 President’s Award, this award is given in May of each year since 2015, based on a 12-month period. Ballentine Partners did not pay any application fee related to this award, nor were they compensated. Once nominated, tickets were purchased to attend 2024 BEPC Annual Gala. Read details about the award here.