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Scott Elisha
Chief Options Strategist and Portfolio Manager at Perigon Wealth Management, LLC
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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Perigon Wealth Management, LLC | Chief Options Strategist and Portfolio Manager | Apr 2014 to Present | — |
| TJM Investments, LLC | Consultant | Jan 2011 to Jun 2015 | — |
| The Vine at Bridges | Partner and Co-Owner | Oct 2008 to Sep 2014 | — |
| Lombard Street Partners | Portfolio Manager and Head Trader | Dec 2011 to Mar 2014 | — |
| Loge Risk Advisors | Co-Founder and Head Trader | Jan 2008 to Dec 2011 | — |
| Merrill Lynch | Wealth Management | Sep 2005 to Jan 2008 | — |
| Citadel LLC | Senior Options Trader | Jan 2005 to Sep 2005 | — |
| Wolverine Trading | Principal, Senior Trader | Oct 1994 to Jan 2004 | — |
| Ubs O'Connor | Senior Options Trader and Associate Director | Jan 1989 to Oct 1994 | — |
Education
Ball State University
Skills & Expertise
Others at Perigon Wealth Management, LLC (9)
| Name | Role | Location |
|---|---|---|
| Trader | New York, NY , United States | |
| Trader | Tea, SD , United States | |
| Partner | New York, NY , United States | |
| Vice President- Investments | Boca Raton, FL , United States | |
| Trader | United States | |
| Partner | Syracuse, NY , United States | |
| Head of Portfolio Management and Trading and Investment Solutions | CA , United States | |
P Philip Hart | President and Chief Investment Officer | San Francisco, CA , United States |
| Chief Investment Officer | Chicago, IL , United States |
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