As head of fixed income, Elliot oversees the fixed income team and is responsible for portfolio management, research, and trading in addition to portfolio analytics, including attribution, holdings, and client reporting. He also works closely with the investment team on credit, financial, and impact analysis prior to buy/sell decisions. Together, he and CCM’s chief investment officer set strategic asset allocation, security selection, and yield curve positioning for the firm’s mutual funds and separately managed accounts. Elliot is a key liaison to CCM’s technology team, where he looks to enhance the firm’s proprietary financial and impact analytics and reporting software. Elliot is a member of CCM’s Impact and CRA Committee.
Elliot joined CCM from Morgan Stanley where he worked as a financial advisor. He is a member of the CFA Society of South Florida and has been an integral part of the investment team at CCM since 2006 helping to manage and grow assets to more than $4 billion. Elliot received his B.S. in finance from the University of Florida and is a CFA charterholder.