Elliott van Ness
Director of Research - Equity at First Personal Financial Services, Inc.
Profile
Mr. Elliott van Ness, CFA, is a Partner, Portfolio Manager & Director of Research at First Personal Financial Services, Inc. In his role as the firm’s Director of Research, he orchestrates the firm’s in-house proprietary investment research and analysis.
In addition to analyzing global economic trends, Elliott performs in-depth equity market research, fundamental equity analysis, and third-party manager reviews utilizing robust financial market analytics software.
He helped to implement and design the research and portfolio manager due diligence templates that serve as the basis and framework for Rinehart’s proprietary research process.
Mr. van Ness is a graduate of Davidson College where he earned a Bachelor of Arts in French and a minor in Economics.
He is a CFA charterholder.
He is a regular member of both the CFA Institute and the CFA Society North Carolina.
Elliott van Ness active positions
Companies | Position | Start |
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First Personal Financial Services, Inc.
First Personal Financial Services, Inc. Investment ManagersFinance First Personal Financial Services, Inc. (do-business-as McShane Partners) is a wealth advisory boutique headquartered in Charlotte, North Carolina. The firm was founded by Mary Rinehart in 1985. McShane Partners provides customized wealthy advisory, investment management, and financial planning services and solutions to high-net-worth individuals and families. | Director of Research - Equity | 28/02/2010 |
Training of Elliott van Ness
Davidson College | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 1 |
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First Personal Financial Services, Inc.
First Personal Financial Services, Inc. Investment ManagersFinance First Personal Financial Services, Inc. (do-business-as McShane Partners) is a wealth advisory boutique headquartered in Charlotte, North Carolina. The firm was founded by Mary Rinehart in 1985. McShane Partners provides customized wealthy advisory, investment management, and financial planning services and solutions to high-net-worth individuals and families. | Finance |
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