Elias McQuade

Financial Analyst, CFA

Elias McQuade is an Investment Committee member at Marotta Wealth Management and one of our primary portfolio managers. He rebalances portfolios as well as trades in response to client cash flow needs. He also specializes in Retirement Plan Management.

Before starting work with Marotta Wealth Management in 2016, Elias was an International Management Trainee for Delhaize Group and worked for local real estate investment firms.

He earned a B.A in International Business from Bryant University, Magna Cum Laude, with concentrations in Finance, Spanish, and Entrepreneurship.

He has also received real estate licenses in Virginia and Massachusetts.

He lives in Atlanta, GA with his wife Elizabeth and their son Simon. In his spare time, he enjoys traveling internationally, spending time with family and friends, playing tennis, skiing, and surfing. Elias is ordained as a Zen Buddhist Lay Monk.


Credentials

Chartered Financial Analyst ®

The Chartered Financial Analyst ® designation is the most respected and recognized investment management designation in the world.

For more information about this designation, see the CFA Institute website.


Specialties