Elliott Maltz, CFA

As Principal & Portfolio Manager, Asset Management & Client Services, Elliott’s responsibilities include the construction and management of diversified investment portfolios and reviewing investment products for Westcourt’s clients. Elliott is registered as a Portfolio Manager (Advising Representative) and Dealing Representative.

Prior to joining Westcourt, Elliott was an Associate Director at a leading Swiss Bank and Global Wealth Manager. In this role, he worked in the Ultra High Net Worth team managing client relationships, building multi-asset class portfolios, conducting portfolio reviews and putting together investment proposals alongside the Portfolio Management team. Elliott’s past experience also includes managing institutional client relationships at a leading Canadian Bank.

Elliott earned a Bachelor of Commerce degree from McGill University, with a major in Finance. He is a Chartered Financial Analyst (CFA) Charterholder and a member of the Toronto CFA Society.

Elliott is married with three daughters, enjoys basketball, skiing, and is taking up tennis.