About Me

Eliot Schwartfeger, Investment Analyst

Eliot joined Trustees Executors in April 2019 as an investment analyst and is responsible for providing company research, modelling and analysis for the Trustees Executors' Group Investment Funds.

He also provides investment recommendations for portfolios across Private Wealth Advisory and Wealth Management clients. Prior to joining Trustees Executors, Eliot worked at PwC for two years in Assurance, predominantly focusing on financial services, in particular asset management businesses.

He holds a Bachelor of Commerce with majors in Taxation and Accounting, and Finance; and a Masters of Applied Finance and Economics from the University of Canterbury. Eliot is also a CFA® Level III candidate.