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Elaine Phillips, CFP®

Elaine Phillips, CFP®

Financial Advisor,
Relationship Manager

  • Manhasset, NY
  • Harry's Trees | Wizard of Oz
  • My deceased mom and dad, Peggy Noonan, and Grand Master Hwang Kee.
  • It is already done, sir.
  • Honesty, humility, and hard work.

Financial Advisors

Elaine is an institutional advisor based out of Lake Success, NY.

Elaine joined CAPTRUST in April 2019 as a financial advisor, relationship manager on the Lake Success team. She is responsible for providing investment advisory services to institutional clients, including fiduciaries of retirement plans for volunteer firefighters, foundations, and endowments. Prior to joining CAPTRUST, she was a member of the New York State Senate and served as chair to the Senate Internal Governance and Ethics Committee, the Senate Banking Committee, and the Senate Infrastructure and Capital Investment Committee. Elaine has held executive-level positions with Goldman Sachs and J.P. Morgan in addition to serving as mayor for the Village of Flower Hill in Nassau County, Long Island.

Education

  • Bachelor of Arts degree in political science with a concentration in Latin America from Pennsylvania State University
  • Masters of Business Administration degree in finance from Pennsylvania State University

Industry Designations

  • CERTIFIED FINANCIAL PLANNER™

Memberships

  • Member, CAPTRUST Women’s Initiative

News & Resources

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