Elliot is a Senior Client Advisor at the firm. He is a part of our experienced team of senior advisors working with clients to help them achieve their financial goals and objectives.
Elliot is experienced at working with financially successful families and their team of advisors. In his work with client families, Elliot leverages his professional experiences to help simplify what can often be highly sophisticated and complex tax, estate and wealth planning initiatives.
Elliot has over 14 years of experience working as an advisor and consultant to families and their advisor groups. Prior to joining Ballentine Partners, Elliot was a Partner at MPI – Business Valuation & Advisory. Elliot started his career at Fidelity Investments and served as their Director of Charitable Planning.
Elliot is a graduate of Ithaca College and a Chartered Advisor in Philanthropy (CAP). He is active in numerous community and industry organizations. He co-chaired the Boston Foundation’s Professional Advisors Network and currently serves on the Professional Advisors Committee. Elliot also sits on the Board of Directors of the Boston Estate Planning Council.
In Elliot’s spare time he likes to cook with his kids, ski and golf. He lives in Needham with his wife and two children.