David N. Elan
Profile
Mr. Elan joined Windward from Ernst & Young, where he was a Senior Manager responsible for investments within the Personal Financial Counseling practice in New England.
Prior to Ernst & Young, 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 has extensive experience advising clients on hedging and risk management strategies.
Mr. Elan earned a B.S.
in Interdisciplinary Studies, summa cum laude, from Boston University, and an MBA from the Fuqua School of Business at Duke University, and has passed the Series 3, Series 7, Series 63, and Series 65 exams.
He is a member of the Boston Security Analysts Society.
Mr. Elan was twice a sub-three hour finisher of the Marine Corp Marathon, and still enjoys competitive running.
Former positions of David N. Elan
| Companies | Position | End |
|---|---|---|
J. M. Dutton & Associates
 J. M. Dutton & Associates Investment Banks/BrokersFinance Headquartered in El Dorado Hills, California, J. M. Dutton & Associates is a broker/dealer. The firm offers a full array of investment services with a focus on small-cap public companies. They provide issuer-paid research and widely distribute their research to institutions and individuals, both domestic and international. | Analyst-Equity | 29/04/2006 |
Ernst & Young LLP (Missouri)
 Ernst & Young LLP (Missouri) Miscellaneous Commercial ServicesCommercial Services Ernst & Young provides accounting services. Its services include auditing, accounting, tax and transaction services, assurance and advisory business, online transaction advisory and a wide range of financial services. The company was founded by Arthur Young and Alwin C. Ernst in 1881 and is headquartered in Kansas City, MO. | Corporate Officer/Principal | - |
Goldman Sachs & Co. LLC
 Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Corporate Officer/Principal | - |
Windward Investment Management
 Windward Investment Management Investment ManagersFinance Founded in 1990, Windward Investment Management is a registered investment advisor located in Boston | Investment Committee Member | - |
Experiences
Positions held
Linked companies
| Private companies | 4 |
|---|---|
J. M. Dutton & Associates
J. M. Dutton & Associates Investment Banks/BrokersFinance Headquartered in El Dorado Hills, California, J. M. Dutton & Associates is a broker/dealer. The firm offers a full array of investment services with a focus on small-cap public companies. They provide issuer-paid research and widely distribute their research to institutions and individuals, both domestic and international. | Finance |
Windward Investment Management
Windward Investment Management Investment ManagersFinance Founded in 1990, Windward Investment Management is a registered investment advisor located in Boston | Finance |
Goldman Sachs & Co. LLC
Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Finance |
Ernst & Young LLP (Missouri)
Ernst & Young LLP (Missouri) Miscellaneous Commercial ServicesCommercial Services Ernst & Young provides accounting services. Its services include auditing, accounting, tax and transaction services, assurance and advisory business, online transaction advisory and a wide range of financial services. The company was founded by Arthur Young and Alwin C. Ernst in 1881 and is headquartered in Kansas City, MO. | Commercial Services |
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