Elliott joined Clifford Swan in 2025 as Director of Counseling, leading the firm’s investment counseling team and overseeing the expansion of its wealth planning services. In this role, he works to deliver deeper, more personalized financial guidance to clients, complementing the firm’s investment and portfolio management expertise.

Elliott brings over 25 years of experience advising high-net-worth clients. Most recently, he served as Senior Wealth Advisor at The Mather Group, where he managed a team of wealth advisors and client service managers while coordinating comprehensive family office services, including tax strategy and estate planning. Previously, as Regional Director at Halbert Hargrove, he contributed to firm-wide strategic initiatives. Earlier in his career, he held advisory roles at Oakwood Capital Management, Merrill Lynch, and UBS Financial Services.

A Pasadena native, Elliott and his wife enjoy spending time together in his hometown with their two children. In his free time, he enjoys running, golf, and basketball.