Elias McQuade

Financial Assistant

Elias is often the first voice you hear or first face you see at Marotta Wealth Management. His desk at the reception enables him to warmly greet all who enter, and he is always available to assist clients and the team in day-to-day operations.

He is also a portfolio manager who rebalances portfolios as well as trades in response to client cash flow needs. He is currently studying to receive additional credentials and designations.

Before starting work with Marotta Wealth Management in 2016, Elias worked in various business and industry settings as a temporary employee.

He is a licensed Realtor in the State of Virginia and earned a B.A in International Business from Bryant University, Magna Cum Laude, with concentrations in Finance, Spanish, and Entrepreneurship.

He lives in Charlottesville, VA. In October 2015, Elias was ordained as a Zen Buddhist Lay Monk.


Specialties