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Elaine Moss

Vice President and Portfolio Manager at Vestor Capital, LLC

Chicago, IL , United States

About

Elaine Koby Moss is Vice President and Senior Wealth Management Advisor at Vestor Capital, LLC in Chicago, IL, where she specializes in advising high-net-worth individuals and families. Her practice is distinguished by a holistic approach to wealth management, with a particular focus on supporting women navigating significant life transitions, such as divorce.

With a financial services career spanning since 1986, Elaine's background includes prior roles at Bear Stearns and Tucker Anthony, attesting to her depth of market experience and client service expertise. She holds a Bachelor of Arts degree in Political Science from Tulane University and maintains the Series 65 license.

Elaine's expertise encompasses comprehensive financial planning, investment management, and bespoke portfolio construction, serving clients across multiple asset classes, including equities, mutual funds, and fixed income. She is recognized for providing empathetic, client-centered advice and has been active in Chicago’s philanthropic and volunteer communities.

Career History

OrganizationRoleDate RangeDetails
Vestor Capital CorpVice President and Portfolio ManagerUnknown to Present

Skills & Expertise

Securities
Strategy
Investment Management
Mutual Funds
Marketing
Continuous Improvement
Financial Modeling
Investments
Portfolio Management
Series 7
Retirement Planning
Alternative Investments
Microsoft Excel
Business Analysis
Financial Analysis
Series 63
Wealth Management
Finance
Equities

Others at Vestor Capital, LLC (3)

NameRoleLocation
P
Peter Mullins
PartnerChicago, IL , United States
T
Tim Detloff
Chief Investment OfficerChicago, IL , United States
Billy Grehan
Billy Grehan
Trading AssociateChicago, IL , United States

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