ELCO Management Company, LLC

James Elliot is a CFA® charterholder and Series 63 licensed financial advisor with 27 years of industry experience. He has been with ELCO Management Company, LLC in New York, NY since 1995. ELCO Management Company, LLC serves individual and high-net-worth investors, charitable organizations, and pension/profit-sharing plans through discretionary portfolio management, separately managed accounts, and advisory roles for private pooled vehicles such as the ELCO Select Fund, L.P. The firm employs a combination of fundamental and technical analysis with long/short, trading, and cyclical strategies, including the use of options, short selling, and leverage.

Maurice Frank is a financial advisor at ELCO Management Company, LLC with three years of industry experience and holds the Series 65 designation. He has been associated with Maurice Frank and Company since 1997. ELCO Management Company, LLC serves individual and high-net-worth investors, charitable organizations, and pension and profit-sharing plans through discretionary portfolio management, separately managed accounts, and private pooled vehicles. The firm employs a combination of fundamental and technical analysis with long/short, trading, and cyclical strategies, and utilizes options, short selling, and leverage as part of its investment approach.

Paul Elliot is a CFA® charterholder with 46 years of industry experience. He is a principal at ELCO Management Company, LLC, where he has worked since 1995. His prior experience includes roles at Burnham Securities Inc. and Bruderman Brothers, LLC. ELCO Management Company, LLC serves individual and high-net-worth investors, charitable organizations, and pension/profit-sharing plans through discretionary portfolio management and private pooled vehicles. The firm employs a combination of fundamental and technical analysis with long/short and cyclical strategies, utilizing options, short selling, and leverage, and integrates both separately managed accounts and private fund advisory within its investment approach.

Ronald Geffen is a financial advisor at ELCO Management Company, LLC with 41 years of industry experience. He holds Series 63 and Series 65 designations and has worked at ELCO since 2019. His prior experience includes roles at RMB Capital Management, Revere Securities LLC, and Burnham Asset Management. ELCO Management Company, LLC serves individual and high-net-worth investors, charitable organizations, and pension/profit-sharing plans through discretionary portfolio management, separately managed accounts, and advisory roles to private pooled vehicles. The firm employs a combination of fundamental and technical analysis with long/short, trading, and cyclical strategies, incorporating options, short selling, and leverage as part of its investment approach.

Paul Doran is a financial advisor at ELCO Management Company, LLC with 13 years of industry experience. He holds Series 65 and Series 66 licenses and has been with ELCO Management since 2007. In addition to his advisory role, he has served the Town of Babylon since 1996. ELCO Management Company, LLC serves individual and high-net-worth investors, charitable organizations, and pension/profit-sharing plans through discretionary portfolio management, separately managed accounts, and advisory roles to private pooled vehicles. The firm employs a combination of fundamental and technical analysis with long/short, trading, and cyclical strategies, and utilizes options, short selling, and leverage as part of its investment program.

Mayra Santos is a financial advisor at ELCO Management Company, LLC with 17 years of industry experience. She holds Series 65 and Series 66 credentials and has worked at ELCO Management since 2004. Prior to her current role, she was affiliated with Burnham Asset Management and Burnham Securities Inc. for 12 years. ELCO Management Company, LLC serves individual and high-net-worth investors, charitable organizations, and pension/profit-sharing plans through discretionary portfolio management and private pooled vehicles. The firm employs a combination of fundamental and technical analysis with long/short, trading, and cyclical strategies, utilizing options, short selling, and leverage as part of its investment approach.