Elliott began his financial career at Merrill Lynch in 1981. Since then, he has operated in a variety of roles serving individual and institutional investors alike with Rittenhouse Financial Services, Prudential Investments and New York Life Investment Management.
Between 2010 and 2014 Elliott also made regular appearances on Fox 29, Philadelphia as a financial expert. While he enjoyed his time with the Fox team, he found his true calling working with individual clients on a deeper level.
He started Montrose Park Advisors with a vision that a limited number of clients could be best served with a hands-on approach that required active listening to changing needs. With the client’s goals as the focus, a custom plan is then implemented for each individual or family.
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, Elliott and his clients 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 over 40 years. They have three adult children and one granddaughter. He is a past president of Temple Adath Israel on the Main Line and currently serves on the Board. His interests include reading and swimming.
Elliott is proud of the Montrose Park Advisors team and track record and would like the opportunity to earn your trust and confidence.