Elliott Elbaz
Founder, Gordian Wealth Advisors

Elliott Elbaz is the founder of Gordian Wealth Advisors and has more than 21 years of investment management for institutional and individual clients. Elliott works closely with clients of Gordian’s wealth management program and manages the firm’s research group.

  • FBR & Co. - Managing Director Institutional Sales (7 years):
    • FBR Partner, which is comprised of a small group of senior leaders (30) responsible for making meaningful contributions to the company and its strategic direction.
    • Generated over $1.3B in capital raises with institutional clients over 7 years of which $900M was placed in 144a Private transactions.
    • Pioneered a new International business in Australia (‘07), and worked with Institutional investors on US equity investments. Developed that into a $10M+ revenue opportunity within two years.
  • Wells Fargo Securities – Managing Director Institutional Sales (7 Years):
    • Promoted to Director of Institutional Sales at Van Kasper & Co form 1999 – 2001. Expanded the department from 9 professionals and $6M in sales to 30 sales & sales traders and achieving revenues of $25M in two years.
    • Participated in the analysis and acquisition of Black & Company.
    • Served as a member of the First Security Van Kasper Commitment Committee.
  • The Chatterjee Group an affiliate of Soros Fund Management (5 Years):
    • Managed daily activities for a $300M hedge fund. Communicated on daily basis with traders on equity positions to buy and sell based on PM’s predetermined limits.
    • Handled all accounting and operational issues for the fund from inception.
    • Participated in the marketing and fundraising of several new funds that lead to the raise of over $150M.
  • Bain & Company Case Team Associate (3 Years):
    • Participated in all aspects of management consulting work including planning, analysis, client relations and cost reductions for clients in the beverage, food, and commercial banking industries.
    • Analyzed the profitability measure for a commercial banking client. The focus of our study was to understand and improve the customer retention rates of the bank, which drove profitability.
  • Education
    • Bachelor of Arts, International Business & Marketing, Northeastern University

Elliott can be reached at elliott@gordianwa.com.