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.