Paul E. Elliot, CFA
Senior Portfolio Manager

Mr. Elliot has served as a senior research analyst portfolio manager and principle at various brokerage firms for over 35 years.

For 18 years he served as a senior research analyst, portfolio manager and principle at Cowen and Company. As a research analyst, he covered the electrical equipment, aerospace, technology and consumer durable industries.

He currently serves as the managing member of ELCO Management Co., LLC, a registered investment advisor. ELCO Management is the general partner and investment manager for the ELCO Energy Fund, L.P. and the ELCO Select Fund, L.P. Mr. Elliot is also a managing director for Burnham Asset Management and serves as a board member for several charities and a major not-for-profit pension fund.

Mr. Elliot received his Chartered Financial Analyst (CFA) designation in 1972. He is a member of the Association for Investment Management and Research and the New York Society of Security Analysts.

Paul Elliot on valuing client success… “We are active managers and bring a passion to what we do as we continue to seek out investment opportunities for our clients. Most of our clients have been with us for many years. We value success by satisfying each client's personal financial objectives and by understanding their personal needs within the framework of their risk tolerance.”

Paul Elliot on ELCO funds … “We find ourselves quite unique as we embrace an interdisciplinary approach to sector portfolio management. Our portfolio managers have long experience in covering the ‘energy space.' We invest in the entire energy chain and have a deep understanding of the various energy subsectors.”

Paul Elliot on the energy business … “Energy-power-utilities are all part of our investment themes. We have recognized the secular change that is taking place in the energy sector and are capitalizing on these new dynamics by creating investment opportunities for our clients.”

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