Elliot was born in Greenwich, Connecticut. From an early age, he developed the habit of setting long-term goals and breaking them down into actionable steps. While well-versed in capital logic, he has always maintained a deep-rooted ideal of aligning intelligence with structured systems.

Bentley University – Waltham, Massachusetts
·Majored in Finance and Econometrics
·GPA: 3.85 / 4.00
·Graduated with honors; Member of Delta Mu Delta International Honor Society in Business
·Core member of the university’s Global Market Research Group; represented the school in the CFA Institute Research Challenge
Graduate Studies
Claremont Graduate University – Drucker School of Management
·MBA with a concentration in Financial Engineering and Innovation Management
·Research focus: “Applications of Artificial Intelligence in Financial Modeling”
·Authored an independent thesis recognized with the Annual Outstanding Research Award
Professional Experience
Trident Advisory Group (2010 – 2015)
A mid-sized financial advisory firm based in Chicago, serving growth-oriented private equity firms and family offices
·Responsible for primary market investment analysis, industry mapping, and M&A modeling
·Participated in multiple mid-market transactions, including deals in healthcare IT and industrial equipment
·Promoted from Analyst to Associate Director within three years; led end-to-end execution of four transactions
Auburn Lake Capital (2015 – 2022) – Private Equity Fund
A growth-focused private equity firm with over $900 million in AUM, investing in technology, healthcare, and financial infrastructure
·Served as Investment Partner, leading teams on 12 control investments Selected transactions:
·ClearMed, a healthcare data platform (successfully exited in 2021, 4.6x return)
·FlowGate, a blockchain-based payment infrastructure firm (acquired in 2019, IRR: 34%)
·Strong emphasis on post-investment value creation, including CFO team restructuring and implementation of automated financial systems
Transition and AI Research (2022 – Present)
In 2022, Elliot fully stepped away from the GP management team at Auburn Lake Capital to focus on the convergence of AI and finance. He founded Stratiform, an AI-driven financial company focused on:
·Structuring and automating the analysis of financial reports (10-K, 8-K, etc.) using large language models (LLMs)
·Developing an autonomous investment research system – FactorAI – which integrates active factor learning and portfolio recommendation generation
·Collaborating with multiple East Coast family offices to incorporate AI into asset allocation and portfolio monitoring systems