Elana Brutman, CFP®

Elana is a Vice President at 1919 Investment Counsel. In her Client Advisor role, she works with individuals, families, foundations, and endowments delivering comprehensive investment counsel. Her primary focus is on understanding each client’s unique goals and developing and implementing tailored solutions to meet their long-term wealth and investment objectives. Elana is a member of the Women and Wealth Advisory Team and draws on over 20 years of experience in the securities industry.

Before joining 1919 Investment Counsel, Elana was a Relationship Manager with Rand & Associates, an independent Registered Investment Advisory firm. Prior to joining Rand & Associates, she spent four years at Howe Barnes, Hoefer & Arnett, and Raymond James where she was responsible for daily account maintenance and client support. Elana began her career at Pekin, Singer, and Strauss Asset Management in Chicago, where she managed the trading desk and assisted the Operations department.

In her spare time, Elana plays a Greek folk instrument, the lyra with sympathetic strings, which takes her on study trips to Crete on a regular basis. Her band, Teslim, has recorded an album and performs around the Bay Area.

Elana received her B.S. in Finance from DePaul University in Chicago and is a CFP® professional.