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Profil
Mr. Jeremy S.
Elliott, CPA, is Partner at Elliott Davis Investment Advisors.
He is with Elliott Davis Investment Advisors since 2008.
He has extensive years of professional experience and previously served as managing member of Elliott Davis Wealth Management, a firm he started in 1999.
He built that firm to more than $200M in assets under management until its 2008 merger and the subsequent formation of Elliott Davis Investment Advisors.
Mr. Elliott earned Master of Accountancy degree from University of South Carolina and B.S.B.A degree in Finance from University of South Carolina.
He is an Investment Advisor Representative and Certified Financial Planner.
Anciens postes connus de Jeremy S. Elliott
| Sociétés | Poste | Fin |
|---|---|---|
FinTrust Investment Advisory Services LLC
 FinTrust Investment Advisory Services LLC Investment ManagersFinance FinTrust Investment Advisory Services' investment process combines financial planning principals and processes with modern portfolio theory investment principals and processes. Their approach begins with the development of risk, return and correlation expectations for a variety of asset classes. The estimates for risks, returns and correlations are developed from an analysis of historical data, Monte Carlo analysis, fundamental and scenario analysis. The data is combined in order to develop a range of asset allocation models. The firm may use a variety of security types and methods including but not limited to mutual funds, ETFs, closed end funds, individual equities, individual fixed-income securities and options. Advisors may also use a variety of security analysis methods including fundamental analysis, technical analysis, charting or cyclical analysis. FinTrust Investment Advisory Services' investment approach constantly keeps the risk of loss in mind and encourages broad diversification across asset classes, sectors, securities, investment strategies, liquidity profiles and economic environments. | Gestionnaire de Portefeuille-Actions | 30/04/2012 |
Formation de Jeremy S. Elliott
Expériences
Fonctions occupées
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Inactives
Sociétés cotées
Entreprise privées
Relations
78
Relations au 1er degré
2
Entreprises liées au 1er degré
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Femme
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
FinTrust Investment Advisory Services LLC
FinTrust Investment Advisory Services LLC Investment ManagersFinance FinTrust Investment Advisory Services' investment process combines financial planning principals and processes with modern portfolio theory investment principals and processes. Their approach begins with the development of risk, return and correlation expectations for a variety of asset classes. The estimates for risks, returns and correlations are developed from an analysis of historical data, Monte Carlo analysis, fundamental and scenario analysis. The data is combined in order to develop a range of asset allocation models. The firm may use a variety of security types and methods including but not limited to mutual funds, ETFs, closed end funds, individual equities, individual fixed-income securities and options. Advisors may also use a variety of security analysis methods including fundamental analysis, technical analysis, charting or cyclical analysis. FinTrust Investment Advisory Services' investment approach constantly keeps the risk of loss in mind and encourages broad diversification across asset classes, sectors, securities, investment strategies, liquidity profiles and economic environments. | Finance |
University of South Carolina
 University of South Carolina Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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