Elliott began his financial career at Merrill Lynch in 1981. Since then, he has served in a variety of roles serving individual and institutional investors with Rittenhouse Financial Services, Prudential Investments and New York Life Investment Management.
Elliott also made regular appearances on Fox 29, Philadelphia as a financial expert between 2010 and 2014.
He started Montrose Park Advisors with a vision that a limited number of clients could be served with a hands on approach requiring active listening to changing needs. With an independent process, the plan is implemented with the client’s goals in mind.
Investment success is not an accident. It is achieved by understanding your goals and dreams and finding a trusted advisor to help you find the path to get there. With consistent communication, we stay focused on keeping the plan on track in the face of turbulent events and market conditions.
Many clients have hopes and dreams similar to his own family's. Elliott and his wife, Jenine Cohen, have been married for 37 years. They have three adult children. He is a past president of Temple Adath Israel on the Main Line and currently serves on the President’s Cabinet. His interests include reading and golf.
We are proud of Montrose Park Advisors and would like the opportunity to earn your trust and confidence.