James M. Elliott
President and Portfolio Manager

Jim has been in the investment management business since 1971. A graduate of Indiana University School of Business in 1964, Jim received his Law Degree from Indiana University Law School in 1969. He began his career managing investments in 1971 for the Indiana University Foundation as that organization's Vice President, Investments - a position he held for 20 years. Jim founded Elliott & Associates in 1984, and in 1991 he left the Foundation to devote his full attention to building his firm. Since that time, Elliott & Associates has grown considerably. Jim is a member of our investment committee and leads the discussion in the strategic management (investment) sessions. Jim spends a great deal of time with clients, providing portfolio updates and delivering financial advice.

Matthew K. Bradley
Vice President and Portfolio Manager

Matt started with Elliott & Associates as a research analyst in 1997 following his first year of graduate school. In 1998, Matt graduated with distinction from Indiana University’s Kelley School of Business with an MBA in Finance and joined Elliott & Associates as a portfolio manager. Previously, Matt was an Audit Associate in the Indianapolis office of Coopers & Lybrand. He has degrees in Finance (1994) and Accounting (1994) from Indiana University. Matt is Series 65 licensed and is a registered representative of Elliott & Associates. Matt is a member of our investment committee and collaborates on strategic portfolio decisions. Matt is primarily responsible for implementing the Elliott & Associates strategy at the individual portfolio level. He also meets with clients on a regular basis.

Kenneth Kaczmarek, CPA
Partner

Ken began his association with Elliott & Associates in 2002. Previously, Ken was the President of American Re Asset Management (ARAM), a full service institutional investment management firm with over $6.0 billion of fixed income and equity investments. Prior to running ARAM, a subsidiary of American Reinsurance, Ken served as American Re’s Chief Information Officer. Ken has also been the Chief Financial Officer for the Merrill Lynch Insurance Group and Blue Cross of California, as well as Senior Vice President of Finance for American Family Corporation (AFLAC). Ken holds a BS in Accounting (1968) and a MBA (1971) from Indiana University. He is a Certified Public Accountant and a member of the American Institute of Certified Public Accountants and Indiana CPA Society. Ken is a member of our investment committee and collaborates on strategic portfolio decisions. Ken meets regularly with clients and prospective investors to review their portfolios and discuss our philosophy and investment strategy.

Brenda Hill
Administrative Assistant

Brenda joined Elliott & Associates in 2002. Previously, Brenda worked for Hoosier Energy and Teletron, Inc. Brenda is responsible for most of Elliott & Associates’ office administration. Brenda maintains our portfolio database, client contact information, and office calendar. She manages incoming calls and prepares reports for client meetings and marketing materials for prospective clients.