Elena
Flores-Breese
Marketing Associate
From a young age, Elena grew to love the financial services business by watching her father, a 30-plus-year veteran of the financial advisor industry. His passion for helping others rubbed off on her.
“Elena enjoys creatively crafting custom events for our clients and prospects.”
Education
Bachelor of Science
Arizona State University
A native Arizonan, Elena is a proud graduate of Xavier College Preparatory and received her bachelor of science degree from Arizona State University. She enjoys writing and contributing to her blog, Still Blooming Me. Elena and her husband, Jeff, live in Phoenix with their children, Mallory and Everett.
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When the Gate Outlives the Investor: What Happens to Illiquid Investments When an Estate Is Settled?
In late May, we wrote about liquidity across the four structures that commonly deliver private market investments to clients: capital…
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Wealth Management Strategies for Women and Managing Risk
A high-net-worth woman has often done something remarkable. She has built, inherited, grown, or carefully stewarded significant wealth — sometimes…
