OUR STORY
Where we've come from.Why we built Elliott.
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OUR PURPOSE
Someone in your corner - for the long haul.
We have no external shareholders to satisfy. Our purpose is to satisfy our clients.
Most wealth management firms are owned by banks, private equity, or overseas groups with growth targets to hit. That shapes the advice - whether anyone admits it or not.
Elliott was built differently. We work with a deliberately small number of clients. That is not a constraint. It is the point. It means we can go deep, think long term, and always do what is right for the people we advise rather than what is right for a parent company's bottom line.
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No growth targets. No conflicts. No pressure to recommend anything other than what is best for you.
MEET THE ELLIOTT TEAM
Our team.
“If you were my parents, this is the advice I'd give you.”
GUIDING PRINCIPLE
FOUNDER & ADVISER
Kevin Elliott, CFP®
CFP® · QFA · EFA · MBA (Imperial College London)
BACKGROUND
Kevin spent eighteen years working in global finance, including a decade as a Director at Bank of America in New York and time at Bridgewater Associates. He built risk models, stress-tested portfolios, and spent his career thinking about what could go wrong before it did.
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That background shaped a simple belief. The most valuable thing an adviser can do is find the problems you cannot see yet, and solve them while they are still solvable. That is what Elliott is built around.
He founded the firm to work with a small number of clients properly. Not a large number of clients adequately. The relationship matters as much as the plan.
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Kevin also believes that financial education changes lives. Through his YouTube channel he breaks down the decisions that most Irish people face without proper guidance — tax, equity compensation, pensions, retirement planning. Whether someone becomes a client or not, the goal is the same.
PREVIOUS EXPERIENCE
Bank of America
Bridgewater
Bank of New York
RBS
CIBC
UniCredit
EDUCATION & QUALIFICATIONS
MBA - Imperial College London
BSc Economics & Finance - University College Dublin
Postgraduate Diploma in Financial Planning - University College Dublin
Certified Financial Planner™ (CFP®) · QFA · EFA
BUSINESS OPERATIONS & STRATEGY
Aisha Elliott
MBA (NYU Stern)
BACKGROUND
Aisha leads business operations and strategy at Elliott. She has held senior roles at MSCI in New York, within their global index business, and at UBS Wealth Management in the US, where she focused on technology strategy for the wealth division.
She brings that same institutional background to how Elliott runs. The processes, systems, and standards that sit behind every client engagement are hers. When the planning feels seamless and the client experience feels effortless, that is Aisha's work.
She also brings a technology-first lens to how the firm operates. From the modelling tools used in financial planning to the systems that keep client work organised, secure, and consistent. The advice is Kevin's. The infrastructure that makes it possible is hers.
PREVIOUS EXPERIENCE
MSCI - Global Index Business
UBS Wealth Management (US) - Technology Strategy
EDUCATION & QUALIFICATIONS
MBA, Information Technology - NYU Stern
Bachelor of Art - St. John's University
Who we've worked for.
