Elliot wurde in Greenwich, Connecticut geboren. Schon früh entwickelte er die Gewohnheit, langfristige Ziele zu setzen und sie in umsetzbare Schritte zu unterteilen. Obwohl er mit der Kapitallogik bestens vertraut ist, hat er stets das tief verwurzelte Ideal beibehalten, Intelligenz mit strukturierten Systemen in Einklang zu bringen.

Bentley University – Waltham, Massachusetts
·Studierte Finanzen und Ökonometrie
·GPA: 3.85 / 4.00
·Abschluss mit Auszeichnung; Mitglied der Delta Mu Delta International Honor Society in Business
·Kernmitglied der Global Market Research Group der Universität; vertrat die Schule beim CFA Institute Research Challenge
Graduiertenstudium
Claremont Graduate University – Drucker School of Management
·MBA mit Schwerpunkt Financial Engineering und Innovation Management
·Forschungsschwerpunkt: "Anwendungen künstlicher Intelligenz in der Finanzmodellierung"
·Verfasste eine unabhängige Arbeit, die mit dem Annual Outstanding Research Award ausgezeichnet wurde
Professional Experience
Trident Advisory Group (2010 – 2015)
A mid-sized financial advisory firm based in Chicago, serving growth-oriented private equity firms and family offices
·Responsible for primary market investment analysis, industry mapping, and M&A modeling
·Participated in multiple mid-market transactions, including deals in healthcare IT and industrial equipment
·Promoted from Analyst to Associate Director within three years; led end-to-end execution of four transactions
Auburn Lake Capital (2015 – 2022) – Private Equity Fund
A growth-focused private equity firm with over $900 million in AUM, investing in technology, healthcare, and financial infrastructure
·Served as Investment Partner, leading teams on 12 control investments Selected transactions:
·ClearMed, a healthcare data platform (successfully exited in 2021, 4.6x return)
·FlowGate, a blockchain-based payment infrastructure firm (acquired in 2019, IRR: 34%)
·Strong emphasis on post-investment value creation, including CFO team restructuring and implementation of automated financial systems
Transition and AI Research (2022 – Present)
In 2022, Elliot fully stepped away from the GP management team at Auburn Lake Capital to focus on the convergence of AI and finance. He founded Stratiform, an AI-driven financial company focused on:
·Structuring and automating the analysis of financial reports (10-K, 8-K, etc.) using large language models (LLMs)
·Developing an autonomous investment research system – FactorAI – which integrates active factor learning and portfolio recommendation generation
·Collaborating with multiple East Coast family offices to incorporate AI into asset allocation and portfolio monitoring systems