Elliott Wislar

Princeton, New Jersey, United States

Elliott is the CEO and founder of Clearbrook Global a financial advisory firm in NYC He is also a managing board member of Clearvest and was recently interviewed on Invest Hedge.

Elliott has over 28 years of financial services experience. Prior to Clearbrook Global, Elliott held senior executive positions in marketing and distribution with UBS, FleetBoston, and The Boston Company, a division of Mellon Bank.

At UBS, Elliott ran two of the PRIME Consulting Offices serving Endowments, Foundations, Corporations, and Family Offices. While at Fleet, Elliott was responsible for growing the Institutional Asset Management businesses for more than a decade. He oversaw the sales, marketing, and business development areas focused on endowment, foundations and retirement plan assets. He assisted in the integration of the Columbia and Liberty Asset Management acquisitions, as well as a host of smaller bank acquisitions.

At The Boston Company, Elliott worked with major corporate and governmental clients assisting them in developing balance sheet investment programs. Elliott has served on many boards and charities, which include President of the Board for the Newgrange School of Princeton, and Head of the Investment Committee and a Board member for the Sacred Heart School of Princeton.

Elliott holds a Series 79, 7 and 66 securities licenses. He received his BA in Political Science from the University of Arizona and received his MBA in International Management from Thunderbird.

In his spare time Elliott is an avid golfer and sailor. He won

  • Work
    • Clearbrook Global
  • Education
    • University of Arizona