As head of fixed income, Elliot oversees the fixed income team and is responsible for portfolio management, research, and trading. He works closely with the chief investment officer on setting strategic asset allocation, security selection, and yield curve positioning for the firm’s mutual funds and separately managed accounts. Elliot oversees the investment team’s portfolio analytics capabilities, including attribution and holdings analytics, and client reporting. He also works closely with credit research and investment analysts on credit and financial analysis prior to making any buy/sell decisions. Elliot is a member of CCM’s Management Task Force and 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. He holds FINRA licenses: Series 7, 63 & 66.