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.