Vice President & Investment Officer - Portfolio Manager
As Portfolio Manager and a member of the Investment Committee, Eli has direct responsibility for asset allocation and fixed income strategies. His role in client service is to guide clients through the investment process and ensure that their long-term goals and risk tolerance remain in alignment with their portfolio. As a CERTIFIED FINANCIAL PLANNER™ professional, Eli brings a wholistic approach to helping clients reach their goals.
His philosophy of client service is simple:
“We go out of our way to make clients happy.”
A Belleville, Kan., native, Eli earned his Bachelor of Science in Management and Ethics from Manhattan Christian College, graduate certificate in personal financial planning from Kansas State University and MBA from Fort Hays State University. He has been with The Trust Company’s Manhattan office since 2006.
Eli is a member of the Financial Planning Association, the Investments & Wealth Institute™ and serves on the Kansas State University Personal Financial Planning Advisory Board. He and his family recently relocated to Lawrence and look forward to becoming active members of the community.
Eli is a stockholder of The Trust Company.