Matthew Elliott Senior Portfolio Advisor
Joined Northern Trust
2021
Education
- Bachelors Degree in Business from UNLV
- Masters Degree in Financial Management from Boston University
Credentials
- CFA and CFP designations
Expertise
Matthew Elliott is a Senior Portfolio Advisor with the Las Vegas team. He is responsible for the development and implementation of investment portfolios designed to meet the unique financial goals of high-net-worth individuals, business owners, and wealthy families. He delivers guidance on subject matters that include investment strategy, tax-efficient investment management, and financial planning.
Experience
He has over 15 years of experience managing investment portfolios for high-net-worth clients and trusts. Prior to joining Northern Trust, he was a Portfolio Manager at US Bank Private Wealth Management.
Community Involvement
He is a board member for Big Brothers Big Sisters of Southern Nevada. He also serves as a board member and officer for the CFA Society Nevada.