Elena is an Associate with Navigate Wealth Management and supports the firm and advisors in servicing clients.
Elena graduated from Samford University in 2006 with a degree in Business Administration with a finance concentration. Her career has been spent supporting advisors in various capacities as they serve clients. Areas of expertise include software and custodian support, compliance, and assisting in implementing portfolio management strategies.
Elena, originally from Alpharetta, GA, graduated with a degree in Business Administration (concentration in finance) and Spanish from Samford University in 2006. She began her career as an analyst for Silverleafe Capital Partners in Memphis, TN, helping track client portfolios against benchmarks and charting relevant economic trends. She returned to Birmingham and joined a registered investment advisor as a Portfolio Analyst where she assisted in maintaining strategic portfolio allocations for over 100 clients. She also led her department through training on and implementation of new software. She has been working in a support role with Navigate advisors since 2016. Elena currently resides in Franklin, TN with her husband Brad and their three children. In her free time she enjoys baking, working out, and traveling.