Elias Katsikis
Vice President – Client Analytics & Reporting
Elias joined SCS Financial in 2021 to support the strategic roll-out of the firm’s new portfolio reporting and record-keeping software, Addepar. As a Vice President in the Client Analytics & Reporting department, he provides dedicated support for custom reporting and ad hoc client analytics along while partnering on key strategic initiatives to deepen the firms reporting & analytics capabilities. Prior to joining SCS, Elias was a portfolio analyst at TwinFocus Capital where he supported the firm’s investment group and performance reporting platform. Elias earned his Bachelor of Sciences in Finance from Bryant University.
