DAVID N. ELAN, CFA, CFP™
MANAGING MEMBER & PORTFOLIO MANAGER
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.
ELIZABETH W. MILLET
After receiving a BA in English Literature from Dartmouth College, Ms. Millet joined the Boston office of Cowen & Company, where she spent four years as a Research Associate. She then earned an MBA in Finance from The Wharton School at the University of Pennsylvania, spending her summer as a Summer Associate at Goldman Sachs & Co. Liza then worked as an analyst at Crown Advisors, Silver Capital Management, and Colden Capital Management in New York before moving to Jackson Hole in 2008.
Liza is the co-founder of Silicon Couloir, a non-profit entity whose mission is to “Nurture Entrepreneurship in the Tetons.” She also facilitates programs on business education and entrepreneurship through Central Wyoming College.
JEFFREY A. OBERG
Mr. Oberg began his career in financial services after earning a BA in Biology from Colgate University, and an MBA from The Amos Tuck School at Dartmouth. Prior to joining Income Focus in April of 2017, Jeff was a vice president in the Investment Management Division of Goldman Sachs & Co. from 1999 through 2009, and a Managing Director at Windhaven Investment Management and Wellesley Investment Partners from 2009 to 2015. His experience includes advising clients on asset allocation, portfolio construction, manager selection, hedging/risk management strategies and estate planning.
Before joining Goldman Sachs, Jeff worked as a Managing Director for ING-Baring Furman Selz in Boston where he headed the Technology Investment Banking Group efforts on the East Coast. Earlier in his career he worked in the Corporate Finance and Lending groups at First Boston Corporation and Citibank.