Jonathan Elliott | Source | Optima Capital Management

I am currently the Managing Partner for our independent investment advisory firm, Optima Capital Management. Together with my business partners, Todd Bendell CFP® and Clinton Steinhoff, we founded Optima Capital in 2019 as a forward-thinking wealth management firm that serves as an investment fiduciary and family office for high-net-worth individuals and families. In addition to being the Chief Compliance Officer, my role at Optima Capital is portfolio management. I have over 22 years of experience in managing investment strategies and portfolios. I specialize in using fundamental and technical analysis to build custom portfolios that utilize individual equities, bonds, and exchange-traded funds (ETFs). I began my financial services career with Merrill Lynch in 2003. At Merrill, I served in the leadership roles of Market Sales Manager and Senior Resident Director for the Scottsdale West Valley Market in Arizona. On Wall Street Magazine recognized me as one of the Top 100 Branch Managers in 2017. I am originally from Saginaw, Michigan, and a marketing graduate from the W.P. Carey School of Business at Arizona State University. I am a Certified Private Wealth Advisor® professional. The CPWA® certification program is an advanced credential created specifically for wealth managers who work with high-net-worth clients, focusing on the life cycle of wealth: accumulation, preservation, and distribution. In addition, I hold the following designations: Chartered Retirement Planning Counselor (CRPC®), Certified Divorce Financial Analyst (CDFA®), Certified Plan Fiduciary Advisor (CPFA), and Retirement Management Advisor (RMA®). In the community, I have served as a member of the Central Arizona Estate Planning Council (CAEPC) and currently serve as an alumni board member for my local Theta Chi Delta Upsilon chapter at Arizona State University. In 2022, I received the David E. DeVol Award from our national Theta Chi Fraternity for my volunteer service in helping to mentor collegiate men to become tomorrow's business leaders. My interests include traveling, outdoors, fitness, leadership, entrepreneurship, minimalism, and computer science.