Elaine Rosenfield Gillim, CFA
Senior Wealth Advisor
Elaine is a Senior Wealth Advisor providing financial advice, portfolio management, and client service to private wealth and institutional clients. She is a member of the Investment, Community Reinvestment Act (CRA), ESG Research & Engagement Committees, Trust & Investment, and GIPS & Performance Reporting Committee.
Elaine began her career in 1984 and joined the firm in 2018. Most recently, she was a Managing Director and Senior Investment Advisor at Ballentine Partners for five years where she provided investment management and financial planning advice to high net worth individuals. Elaine previously served as a Senior Vice President and Portfolio Manager at Atlantic Trust (Pell Rudman) for fifteen years where she worked with high net worth clients while also contributing to the firm‘s investment process and operations. Elaine also worked at Bank of America (Fleet Bank) as an Equity Research Analyst.
Elaine earned a BA in Zoology, magna cum laude and Phi Beta Kappa, from the University of Vermont. She holds the Chartered Financial Analyst® designation and is a member of the CFA Society Boston and the CFA Institute. She is currently active in the CFA Society Boston’s volunteer programs serving as a presenter for their financial literacy training and community outreach program and also as a mentor to young adults in the financial industry.