![Adam Elliott](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profiel
Mr. Adam F.
Elliott is a President & Chief Executive Officer at iA Private Wealth, Inc. He is a wealth management industry veteran with over 25 years of experience, Adam Elliott joined iA Private Wealth in April 2023.
He is responsible for the firm’s critical growth strategies and is dedicated to ensuring our advisors have the tools, resources and support they need to deliver consistently exceptional client service.
Prior to joining iA Private Wealth, he was President & CEO of iA Clarington Investments.
In this role, he led the firm to record levels of AUM and net income by focusing the product shelf on differentiated, best-in-class mandates with proven portfolio management teams.
He joined iA Clarington as National Sales Manager in 2018.
He previously spent 18 years in progressively senior roles at Dynamic Funds.
Joining the firm as an Inside Sales Representative, he subsequently served as Vice-President, Business Development, Senior Executive, Business Development, and Regional Sales Manager for Ontario.
He received his undergraduate degree from McGill University.
Actieve functies van Adam Elliott
| Bedrijven | Functie | Begin |
|---|---|---|
iA Private Wealth, Inc.
 iA Private Wealth, Inc. Investment ManagersFinance iA Private Wealth develops a comprehensive wealth plan tailored to client's specific goals and helps them grow and preserve their wealth. It also takes into account client's specific needs, including risk tolerance, time horizon and investment philosophy and is the basis upon which the firm selects an appropriate mix of investments and makes discretionary adjustments to their portfolio. | Algemeen Directeur | 01-04-2023 |
Eerdere bekende functies van Adam Elliott
| Bedrijven | Functie | Einde |
|---|---|---|
IA Clarington Investments, Inc.
 IA Clarington Investments, Inc. Investment ManagersFinance IA Clarington is a research-intensive, high-conviction active manager which hires portfolio managers from across Canada and around the world to manage a diverse range of investment products rather than having a house view or specific investment style. The firm offers a diverse lineup of product solutions that span a wide range of investment styles, asset classes and regions. | Algemeen Directeur | 01-09-2023 |
Opleiding van Adam Elliott
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
98
Eerstegraads connecties
3
Bedrijven verbonden in de eerste graad
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Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
McGill University
 McGill University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
iA Private Wealth, Inc.
iA Private Wealth, Inc. Investment ManagersFinance iA Private Wealth develops a comprehensive wealth plan tailored to client's specific goals and helps them grow and preserve their wealth. It also takes into account client's specific needs, including risk tolerance, time horizon and investment philosophy and is the basis upon which the firm selects an appropriate mix of investments and makes discretionary adjustments to their portfolio. | Finance |
IA Clarington Investments, Inc.
IA Clarington Investments, Inc. Investment ManagersFinance IA Clarington is a research-intensive, high-conviction active manager which hires portfolio managers from across Canada and around the world to manage a diverse range of investment products rather than having a house view or specific investment style. The firm offers a diverse lineup of product solutions that span a wide range of investment styles, asset classes and regions. | Finance |
