Elaine R. Gillim, CFA

Elaine R. Gillim, CFA 2018-08-13T17:27:22+00:00

Elaine R. Gillim, CFA

Senior Wealth Advisor

Elaine is a Senior Wealth Advisor providing financial advice, portfolio management, and client service to individuals, families, and institutions. She is a member of the firm-wide Securities Research Committee.

Prior to joining the firm in 2018, Elaine was a Managing Director and Senior Investment Advisor at Ballentine Partners for 5 years where she provided investment management and financial planning advice to high net worth individuals. Previously, Elaine was a Senior Vice President and Portfolio Manager at Atlantic Trust (Pell Rudman) for 15 years where she worked with high net worth clients while also contributing to the firm‘s investment process and operations. Elaine began her career at Bank of America (Fleet Bank) where she was an Equity Research Analyst.

Elaine earned a BA in Zoology, Magna Cum Laude, Phi Beta Kappa from the University of Vermont. She holds the Chartered Financial Analyst® designation, and is a member of the CFA Society Boston and the CFA Institute.