Profil
Mr. Elliott has been in the investment management business since 1971.
A graduate of Indiana University School of Business in 1964, he received his Law Degree from Indiana University Law School in 1969.
He began his career managing investments in 1971 for the Indiana University Foundation as that organization's Vice President, Investments - a position he held for 20 years.
He founded Elliott & Associates in 1984, and in 1991 he left the Foundation to devote his full attention to building his firm.
Anciens postes connus de James M. Elliott
| Sociétés | Poste | Fin |
|---|---|---|
Peloton Wealth Strategists, Inc.
 Peloton Wealth Strategists, Inc. Investment ManagersFinance Peloton Wealth Strategists, Inc. (Peloton) is an independent registered investment advisor and wealth manager headquartered in Indianapolis, Indiana. The firm was founded by James Elliott in 1984 as Elliott & Associates, Inc. Peloton provides financial planning and/or portfolio management services to private individuals, high net worth households, corporate pension and profit-sharing plans, Taft-Hartley plans, charitable institutions, foundations, endowments, municipalities, private investment funds, and trust programs. | President | 28/07/2009 |
Formation de James M. Elliott
| Indiana University | Graduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Femme
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
Peloton Wealth Strategists, Inc.
Peloton Wealth Strategists, Inc. Investment ManagersFinance Peloton Wealth Strategists, Inc. (Peloton) is an independent registered investment advisor and wealth manager headquartered in Indianapolis, Indiana. The firm was founded by James Elliott in 1984 as Elliott & Associates, Inc. Peloton provides financial planning and/or portfolio management services to private individuals, high net worth households, corporate pension and profit-sharing plans, Taft-Hartley plans, charitable institutions, foundations, endowments, municipalities, private investment funds, and trust programs. | Finance |
