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Scott Elisha

Chief Options Strategist and Portfolio Manager at Perigon Wealth Management, LLC

CA , United States

About

Scott Elisha serves as the Chief Options Strategist and Portfolio Manager at Perigon Wealth Management, LLC, where he leads the firm's options strategies and provides portfolio management services, with a distinct focus on the use of equity and index options for client portfolios. His core expertise is in derivatives trading—including equity options, index options, ETFs, and structured products—with an emphasis on designing risk-managed, customized investment strategies for high-net-worth clients and institutions.

With a career spanning leadership roles at leading firms such as Citadel Derivatives Group, Wolverine Trading, and O'Connor and Associates, Scott has held Head Trader and Principal positions, managing large-scale options market-making and proprietary trading operations. His background includes overseeing trading in the OEX complex at the CBOE, the San Francisco Pacific Exchange, and extensive experience across over 500 equity option names as well as structured products and ETFs. Previously, he served as a consultant at TJM Investments and held portfolio management roles at Lombard Street Partners and LOGe Risk Advisors.

Scott holds a degree from Ball State University and is recognized for his deep quantitative and practical expertise in options and derivatives markets. He is based in the San Francisco Bay Area, where he continues to innovate in the application of options strategies within diversified client portfolios, contributing to advancements in risk management and portfolio construction for the wealth management sector.

Career History

OrganizationRoleDate RangeDetails
Perigon Wealth Management, LLCChief Options Strategist and Portfolio ManagerApr 2014 to Present
TJM Investments, LLCConsultantJan 2011 to Jun 2015
The Vine at BridgesPartner and Co-OwnerOct 2008 to Sep 2014
Lombard Street PartnersPortfolio Manager and Head TraderDec 2011 to Mar 2014
Loge Risk AdvisorsCo-Founder and Head TraderJan 2008 to Dec 2011
Merrill LynchWealth ManagementSep 2005 to Jan 2008
Citadel LLCSenior Options TraderJan 2005 to Sep 2005
Wolverine TradingPrincipal, Senior TraderOct 1994 to Jan 2004
Ubs O'ConnorSenior Options Trader and Associate DirectorJan 1989 to Oct 1994

Education

Ball State University

Skills & Expertise

Options
Portfolio Management
Asset Allocation
Risk Management
Trading
Equities
Trading Systems
Volatility
Market Making
Derivatives
Hedge Funds
Proprietary Trading
Electronic Trading
Equity Derivatives
Series 7
Hedging
ETFs
Alternative Investments
Trading Strategies
Financial Markets
Options Strategies
Derivatives Trading
Asset Management
Capital Markets
Commodity
Econometric Modeling
Equity Trading
Financial Risk
Investments
Securities
Wealth Management

Others at Perigon Wealth Management, LLC (9)

NameRoleLocation
Ahmed Moawad
Ahmed Moawad
TraderNew York, NY , United States
Cory Harm
Cory Harm
TraderTea, SD , United States
David Bauer
David Bauer
PartnerNew York, NY , United States
Brad Resnick
Brad Resnick
Vice President- InvestmentsBoca Raton, FL , United States
Jeanna Dove
Jeanna Dove
TraderUnited States
John Paganelli
John Paganelli
PartnerSyracuse, NY , United States
Jonathan Masse
Jonathan Masse
Head of Portfolio Management and Trading and Investment SolutionsCA , United States
P
Philip Hart
President and Chief Investment OfficerSan Francisco, CA , United States
Rafia Hasan
Rafia Hasan
Chief Investment OfficerChicago, IL , United States

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