Elias Stambolis, CFA®

Elias joined Rockefeller Global Family Office as a Private Advisor and Vice President. He has over 10 years of investment experience and co-advises families alongside Ron Ventura. He focuses on advanced planning, as well as investment selection and monitoring. Prior to Rockefeller, Elias was a Financial Advisor at Morgan Stanley. Before joining Morgan Stanley, he started and managed his own investment fund for 5 years, focusing on equities and a variety of option strategies. During this time he earned his MBA with honors from the University of Chicago Booth School of Business. He previously worked at Fisher Investments, and began in the industry as an intern at Merrill Lynch in 2007. He holds a BS in economics from the University of Michigan and is a CFA charterholder. He lives with his wife, Molly, and their two children in the suburbs of Chicago.