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DAVID N. ELAN, CFA, CFP™

MANAGING MEMBER & PORTFOLIO MANAGER

617.784.3096
david.elan@incomefocus.com

Mr. Elan began his financial services career after earning a BS in Interdisciplinary Studies, summa cum laude, from Boston University, and an MBA from the Fuqua School of Business at Duke University. He was a vice president in the Investment Management Division of Goldman Sachs & Co. where he managed client portfolios of equities, fixed income, convertible securities, and derivatives. He then joined Ernst & Young as a Senior Manager responsible for investments within the Personal Financial Counseling practice in New England. In October 2010, David earned a Master of Science in Taxation from Bentley University.

From 2003 to 2010 David worked as a Principal and member of the investment committee at Windward Investment Management.. Following the acquisition of Windward, now renamed Windhaven, by the Charles Schwab Corporation, David took a two-year sabbatical during which he refined the investment process used at Income Focus.