ANALYST, PORTFOLIO ADVISORY

Elias Katsikis


Elias is an Analyst on the Portfolio Advisory Team, where he maintains the integrity of family office client balance sheets through daily monitoring of portfolios, generating client and regulatory reports, and executing investment portfolio solutions. Whatever the daily task, Elias acts with an eye toward each client’s overall goals to provide them with the best possible experience.

ANALYST, PORTFOLIO ADVISORY

Elias Katsikis


Elias is an Analyst on the Portfolio Advisory Team, where he maintains the integrity of family office client balance sheets through daily monitoring of portfolios, generating client and regulatory reports, and executing investment portfolio solutions. Whatever the daily task, Elias acts with an eye toward each client’s overall goals to provide them with the best possible experience.

HISTORY


Prior to joining TwinFocus, Elias worked for State Street Bank. He was responsible for providing daily reconciliation of fund transactions and analysis of cash flows, as well as oversight support for his team. Elias was involved in the department’s migration strategy to move client solutions overseas, training new employees in India to successfully handle daily administration and account management.

EDUCATION


Elias graduated from Bryant University where he earned his Bachelor of Science in Business Administration with a concentration in Finance. While at Bryant, Elias was an active member of the Collegiate Entrepreneur Organization and Finance club.

OUTSIDE THE OFFICE


In his free time, Elias enjoys traveling, often visiting his family in Greece. Growing up working in his family’s restaurant, Elias honed his interpersonal and customer service skills, and developed a love for cooking and exploring new cuisines. Elias currently resides just outside Boston.