Eli offers holistic investment planning services, including estate planning and wealth transfer strategies. He balances clients’ specific needs related to high-net-worth individuals and families offering deep experience across the balance sheet, with a strong focus in customized investment strategies.

As a PIM Portfolio Manager, Eli has met the educational and professional standards needed to be a Portfolio Manager. As a Portfolio Manager, Eli coordinates and directs all aspects of portfolio construction, security selection and due diligence for clients of Elkhorn Creek Financial.

Prior to joining Elkhorn Creek Financial, Eli impacted hundreds of high-net-worth families across the country working as a Vice President within J.P. Morgan’s Private Bank, advising high net worth individuals, families and foundations ranging from $1 million to over $100 million in holdings with comprehensive strategies tailored to meet the needs of each client.

Eli is a graduate of Gardner-Webb University’s Godbold School of Business. While there, he was captain of both the Division 1 men’s basketball and soccer teams. A lifelong resident of Kentucky, Eli and his family are active in their local church. He also serves as President of Cameron Mills’ Ministries, and Vice President of 210 Leaders.

The PIM program is not designed for excessively traded or inactive accounts and is not appropriate for all investors. Please carefully review the Wells Fargo Advisors advisory disclosures document for a full description of our services. The minimum account size for this program is $50,000.

This information is intended for use only by residents of:
Arizona, Colorado, Florida, Georgia, Idaho, Illinois, Indiana, Kentucky, Louisiana, Massachusetts, Michigan, Missouri, Montana, North Carolina, Nebraska, New York, Ohio, Rhode Island, South Carolina, Tennessee, Texas, Virginia, Wisconsin, West Virginia