Elliot is a Partner and the Chief Investment Officer at PRW Wealth Management LLC. He is responsible for the firm’s investment advisory process including the development of investment strategy, asset allocation, and investment manager and product due diligence. He also oversees the firm’s wealth management practice, developing plans focused in the areas of wealth transfer, retirement, investment, tax, risk management, and estate planning. Prior to joining PRW, he held management-level positions with a Big-4 accounting firm, a national broker-dealer, and an institutional money manager in Boston.
Elliot earned a Bachelor of Arts degree in Economics from Brandeis University, an MS/MBA from Northeastern University, and completed the Program for Certified Financial Planners at Boston University. In addition to his CFP® and CPA designations, he holds the Series 7 (General Securities Representative) and 63 (Uniform Securities Agent State Law Exam) licenses, and is a licensed insurance broker.
Elliot is an active participant with the Family Firm Institute and the MA Financial Planning Association. He is on the Board of Advisors for Beth-Israel Deaconess Hospital, Needham, MA and active in several other non-profits. Additionally, he is one of 60 advisers participating in the award winning Pro Bono Financial Coaching Program at the Dana-Farber Cancer Institute in Boston. This outreach program “coaches” cancer patients who are dealing with difficult financial issues. Elliot is also involved with Development Committee, Riverside Community Care. He is a regular contributor to national media and has been published in several industry journals. Most recently, Elliot has been credited on Bankrate.com; 5 Ways to Reduce Taxes in Retirement; Sheyna Steiner; March 19, 2014, Financial Planning Magazine; Above the Estate Tax Exemption?; Ingrid Case; February 2015, Collegeinvestor.com; “Where to Invest in 2016“; Robert Farrington; January 25, 2016, Investmentnews.com; “7 Adviser Worries for 2018“; Jeff Benjamin; December 2017, TheStreet.com; “Lifestyle Habits of Millionaires That Everyone Should Adopt“; Scott Van Voorhis; April 11, 2018; Investors.com; “Advisors Help the Newly Wealthy Make Sense of Their Brand-New Life“; Morey Stettner; November 9, 2018; MarketWatch; “Brace yourself: 10 steps to take now to prepare for the next recession“; Brett Arends; August 21, 2019; and MarketWatch; “What top financial advisers will tell you about creating a lasting legacy for the important people and causes in your life”; Morey Stettner; July 31, 2020.
Investment advisory services offered through PRW Wealth Management LLC. Securities offered through Lion Street Financial, LLC, member FINRA/SIPC (LSF). PRW and LSF are not affiliated. Life Insurance products offered through PRW Associates Insurance Agency, Inc. PRW does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. Asset Allocation does not guarantee a profit or protect against a loss in a declining market. It is a method used to help manage investment risk.