Elias Katsikis

Vice President – Client & Advisor Services

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 Operations and Analytics 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.