Moe Elias has been in the financial services industry for more than 14 years. He was an Investment Management Specialist located in Beverly Hills, California at Wells Fargo Private Bank prior to joining Capstone. Mr. Elias closely worked with clients to help them meet their investment objectives while managing risk. Moe assisted in managing $3B+ in diversified portfolios, where he focused on multi asset portfolios including alternative investments and ESG strategies. Using sophisticated and highly customized investment management methods to ensure the financial well-being of ultra-high net worth individuals, entities, and foundations.
He earned a Bachelor of Science in Civil Engineering with an emphasis in Structural Engineering from California State University Northridge.
Moe is involved with multiple non-profit organizations. Currently, he serves on the Ambassador Board, Governance & Sustainability Committee for Friends of the Children LA. Apart from his work life, he is an avid runner and outdoor enthusiast.