C. Shannon Elliotte

Family Wealth Advisor & Chief Fiduciary Officer at Arlington Partners LLC

C. Shannon Elliotte

C. Shannon Elliotte

Family Wealth Advisor & Chief Fiduciary Officer at Arlington Partners LLC

Overview
RelSci Relationships

32

Number of Boards

1

Relationships
RelSci Relationships are individuals C. Shannon Elliotte likely has professional access to. A relationship does not necessarily indicate a personal connection.

Partner & Chief Operating Officer at Arlington Partners LLC

Relationship likelihood: Strong

Partner & Chief Fiduciary Officer at Arlington Partners LLC

Relationship likelihood: Strong

Member/Director of Financial Services/Family Wealth Advisor at Arlington Partners LLC

Relationship likelihood: Strong

Chief Investment Strategist at Arlington Partners LLC

Relationship likelihood: Strong

Partner & Founder at Arlington Partners LLC

Relationship likelihood: Strong

Chief Investment Officer at Arlington Partners LLC

Relationship likelihood: Strong

Partner & Director of Tax Services at Arlington Partners LLC

Relationship likelihood: Strong

Former Chief Investment Officer at Arlington Partners LLC

Relationship likelihood: Strong

General Counsel at Arlington Partners LLC

Relationship likelihood: Strong

Member, Advisory Board at Arlington Partners LLC

Relationship likelihood: Average

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C. Shannon Elliotte
Family Wealth Advisor & Chief Fiduciary Officer at Arlington Partners LLC
Education
Undergraduate Degree in Economics

Part of the UNC System, Western Carolina University has served North Carolina students for over 120 years. The main campus in Cullowhee is a nature lover’s dream, situated on the Tuckasegee River between the Great Smoky and Blue Ridge Mountain. Because of its location in the heart of Appalachia, WCU is dedicated to the study, appreciation, and preservation of local cultures. The Mountain Heritage Center and Cherokee Center provide exhibitions and educational opportunities, while the school’s Craft Revival project archives the region’s rich tradition of artisanship. But just as it is committed to preserving the past, Western Carolina University also looks toward the future. This is reflected by its academics, which includee programs in growing fields like technology, education, and healthcare. WCU prides itself on its project management and entrepreneurship programs, as well as a rare program forensic anthropology. On-campus studying is not always convenient, so Western Carolina also offers a variety of distance learning programs to meet all of its students’ needs. The school has online programs for undergraduate and graduate degrees, certificates and licensures. The off-site Bachelor’s in Engineering Technology program is ideal for the currently employed, and the Jamaica program offers a unique opportunity to study education in Kingston.

LLM in Taxation

Boston University School of Law (BU Law) is the law school affiliated with Boston University. It is the second-oldest law school in Massachusetts and one of the first law schools in the country to admit students regardless of race or gender. It is also a member of the Association of American Law Schools and a charter member of the American Bar Association.

J.D.

Cumberland School of Law is an ABA accredited law school at Samford University in Birmingham, Alabama. Founded in 1847 at Cumberland University in Lebanon, Tennessee, it is the 11th oldest law school in the United States and has more than 11,000 Graduates.

Career History
Family Wealth Advisor & Chief Fiduciary Officer
Current

Arlington Partners' approach includes portfolio development utilizing financial planning and assistance with capital allocation. The firm formulates and maintains an optimal long-term asset allocation strategy that meets stated investment objectives, risk tolerance and institutional goals. This process focuses on setting investment objectives and policies, including the allocation of funds among asset classes, choosing a management structure; selecting investment managers; and evaluating custody, cash management, securities lending and securities trading practices. Arlington Partners’ Funds focuses specific investment objectives in one of the following categories: global equities, hedge funds and real estate & private equity. Arlington Partners' global equity strategy seeks long-term capital appreciation with a focus on long-only global stocks. This fund (Arlington Global Value Fund LP) is sub-advised by multiple, independent third-party managers. The firm's hedge funds seek long-term capital appreciation through value driven long/short, event driven and multi-strategy managers. This multi-manager hedge fund (Arlington Diversified Fund LLC) is advised by Arlington Partners with manager due diligence services performed internally, as well as, by an independent third party.Arlington Partners real estate and private equity strategies focus on illiquid investments in small-cap buyouts, minority equity and debt positions, and/or real estate for which there is no readily available market or sales price. The funds are advised or managed by Arlington Partners or an affiliate of Arlington Partners.

Wealth Advisor/Member
2016 - ?
Boards & Committees
Director
Current

Arlington Partners' approach includes portfolio development utilizing financial planning and assistance with capital allocation. The firm formulates and maintains an optimal long-term asset allocation strategy that meets stated investment objectives, risk tolerance and institutional goals. This process focuses on setting investment objectives and policies, including the allocation of funds among asset classes, choosing a management structure; selecting investment managers; and evaluating custody, cash management, securities lending and securities trading practices. Arlington Partners' Funds focuses specific investment objectives in one of the following categories: global equities, hedge funds and real estate & private equity.Arlington Partners' global equity strategy seeks long-term capital appreciation with a focus on long-only global stocks. This fund (Arlington Global Value Fund LP) is sub-advised by multiple, independent third-party managers.The firm's hedge funds seek long-term capital appreciation through value driven long/short, event driven and multi-strategy managers. This multi-manager hedge fund (Arlington Diversified Fund LLC) is advised by Arlington Partners with manager due diligence services performed internally, as well as, by an independent third party.Arlington Partners real estate and private equity strategies focus on illiquid investments in small-cap buyouts, minority equity and debt positions, and/or real estate for which there is no readily available market or sales price. The funds are advised or managed by Arlington Partners or an affiliate of Arlington Partners.

Other Affiliations
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