Profile
Mr. Elliott Barker is an Investment Analyst at FFT Wealth Management LLC.
Originally an intern in summer of 2019 and the winter of 2020, he rejoined the firm in June 2020 as an Investment Analyst.
Among other assignments, Mr. Barker participates in both traditional and non-traditional manager due diligence reviews, provides portfolio and market level research and performs regular risk exposure analyses of portfolios including liquidity, overlap, allocation exposure and capacity analyses.
He also supports the FFT-Palm Beach client operations.
He graduated from Palm Beach Atlantic University, where he earned a B.S.
in International Business.
Elliott Barker active positions
Companies | Position | Start |
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FFT Wealth Management LLC
FFT Wealth Management LLC Investment ManagersFinance FFT Wealth Management LLC, dba Forbes Family Trust (Forbes), is a registered investment advisor and multi-family office headquartered in Philadelphia, Pennsylvania. The firm was founded in 2009 by Keith Bloomfield, P. Scott Gregorchuk and William (Bill) Luterman. They are directly owned by FWM Holdings LLC. Forbes offers dynamically managed, globally positioned investment portfolios to individuals, investment limited partnerships or other collective vehicles, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Analyst-Equity | 2020-05-31 |
Experiences
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1st degree connections
1st degree companies
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Female
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Linked companies
Private companies | 1 |
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FFT Wealth Management LLC
FFT Wealth Management LLC Investment ManagersFinance FFT Wealth Management LLC, dba Forbes Family Trust (Forbes), is a registered investment advisor and multi-family office headquartered in Philadelphia, Pennsylvania. The firm was founded in 2009 by Keith Bloomfield, P. Scott Gregorchuk and William (Bill) Luterman. They are directly owned by FWM Holdings LLC. Forbes offers dynamically managed, globally positioned investment portfolios to individuals, investment limited partnerships or other collective vehicles, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Finance |
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