Managing Partner
CurrentChief Compliance OfficerWealth Management Advisor
Sep 2019 - Present
AeroLeads people directory · profile
Jonathan Elliott, Cpwa®, Crpc®, Cdfa®, Chsnc®, Cpfa, Rma® Email & Phone Number
Managing Partner at Optima Capital Management
at
Optima Capital Management
2 work emails found
@optimacapitalmgt.com
3 phones found area 212 and 802
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Managing Partner at Optima Capital Management
Location
Scottsdale, Arizona, United States
Company size
Who is Jonathan Elliott, Cpwa®, Crpc®, Cdfa®, Chsnc®, Cpfa, Rma®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Jonathan Elliott, Cpwa®, Crpc®, Cdfa®, Chsnc®, Cpfa, Rma® is listed as Managing Partner at Optima Capital Management at Optima Capital Management, a with 6 employees, based in Scottsdale, Arizona, United States. AeroLeads shows a work email signal at optimacapitalmgt.com, phone signal with area code 212, 802, and a matched LinkedIn profile for Jonathan Elliott, Cpwa®, Crpc®, Cdfa®, Chsnc®, Cpfa, Rma®.
Jonathan Elliott, Cpwa®, Crpc®, Cdfa®, Chsnc®, Cpfa, Rma® previously worked as Managing Partner at Optima Capital Management and Senior Resident Director at Merrill Lynch. Jonathan Elliott, Cpwa®, Crpc®, Cdfa®, Chsnc®, Cpfa, Rma® holds Bachelor Of Science (B.S.), Marketing from Arizona State University.
Company email context
Email format at Optima Capital Management
This section adds company-level context without repeating Jonathan Elliott, Cpwa®, Crpc®, Cdfa®, Chsnc®, Cpfa, Rma®'s masked contact details.
*@optimacapitalmgt.com
74% confidence
AeroLeads found 2 current-domain work email signals for Jonathan Elliott, Cpwa®, Crpc®, Cdfa®, Chsnc®, Cpfa, Rma®. Compare company email patterns before reaching out.
Profile bio
About Jonathan Elliott, Cpwa®, Crpc®, Cdfa®, Chsnc®, Cpfa, Rma®
I serve as the Managing Partner for our independent investment advisory firm, Optima Capital Management. Together with my business partners, Todd Bendell CFP® and Clinton Steinhoff, we founded Optima Capital in 2019 as a forward-thinking wealth management firm that serves as an investment fiduciary and family office for high-net-worth individuals and families. In addition to being the Chief Compliance Officer, my role at Optima Capital is portfolio management. I have over 21 years of experience in managing investment strategies and portfolios. I specialize in using fundamental and technical analysis to build custom portfolios that utilize individual equities, bonds, and exchange-traded funds (ETFs). I began my financial services career with Merrill Lynch in 2003. At Merrill, I served in the leadership roles of Market Sales Manager and Senior Resident Director for the Scottsdale West Valley Market in Arizona. On Wall Street Magazine recognized me as one of the Top 100 Branch Managers in 2017. I am originally from Saginaw, Michigan, and a marketing graduate from the W.P. Carey School of Business at Arizona State University. I believe that ongoing education is essential in my profession. Therefore, I am a Certified Private Wealth Advisor® professional. The CPWA® certification program is an advanced credential created specifically for wealth managers who work with high net worth clients, focusing on the life cycle of wealth: accumulation, preservation, and distribution. In addition, I hold the following designations - Chartered Retirement Planning Counselor (CRPC®), Certified Divorce Financial Analyst (CDFA®), Chartered Special Needs Advisor (ChSNC®), Certified Plan Fiduciary Advisor (CPFA), and Retirement Management Advisor (RMA®). In the community, I have been a member of the Central Arizona Estate Planning Council (CAEPC) and currently serve as an alumni advisor and mentor to Theta Chi Fraternity at Arizona State University. For my volunteer service, I have received the Theta Chi Fraternity David E. DeVol Award, George T. Kilavos Alumni Award, and Silver Legion. My interests include traveling, outdoors, fitness, leadership, entrepreneurship, minimalism, and computer science.
Listed skills include Wealth Management and Series 7.
Current workplace
Jonathan Elliott, Cpwa®, Crpc®, Cdfa®, Chsnc®, Cpfa, Rma®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Optima Capital Management
4 roles
Jonathan Elliott, Cpwa®, Crpc®, Cdfa®, Chsnc®, Cpfa, Rma® work experience
A career timeline built from the work history available for this profile.
Senior Resident Director
Aug 2011 - Sep 2019
Jan 2003 - Sep 2019
Complex Sales Manager
Nov 2010 - Aug 2011
1 education record
Jonathan Elliott, Cpwa®, Crpc®, Cdfa®, Chsnc®, Cpfa, Rma® education
FAQ
Frequently asked questions about Jonathan Elliott, Cpwa®, Crpc®, Cdfa®, Chsnc®, Cpfa, Rma®
Quick answers generated from the profile data available on this page.
What company does Jonathan Elliott, Cpwa®, Crpc®, Cdfa®, Chsnc®, Cpfa, Rma® work for?
Jonathan Elliott, Cpwa®, Crpc®, Cdfa®, Chsnc®, Cpfa, Rma® works for Optima Capital Management.
What is Jonathan Elliott, Cpwa®, Crpc®, Cdfa®, Chsnc®, Cpfa, Rma®'s role at Optima Capital Management?
Jonathan Elliott, Cpwa®, Crpc®, Cdfa®, Chsnc®, Cpfa, Rma® is listed as Managing Partner at Optima Capital Management at Optima Capital Management.
What is Jonathan Elliott, Cpwa®, Crpc®, Cdfa®, Chsnc®, Cpfa, Rma®'s email address?
AeroLeads has found 2 work email signals at @optimacapitalmgt.com for Jonathan Elliott, Cpwa®, Crpc®, Cdfa®, Chsnc®, Cpfa, Rma® at Optima Capital Management.
What is Jonathan Elliott, Cpwa®, Crpc®, Cdfa®, Chsnc®, Cpfa, Rma®'s phone number?
AeroLeads has found 3 phone signal(s) with area code 212, 802 for Jonathan Elliott, Cpwa®, Crpc®, Cdfa®, Chsnc®, Cpfa, Rma® at Optima Capital Management.
Where is Jonathan Elliott, Cpwa®, Crpc®, Cdfa®, Chsnc®, Cpfa, Rma® based?
Jonathan Elliott, Cpwa®, Crpc®, Cdfa®, Chsnc®, Cpfa, Rma® is based in Scottsdale, Arizona, United States while working with Optima Capital Management.
What companies has Jonathan Elliott, Cpwa®, Crpc®, Cdfa®, Chsnc®, Cpfa, Rma® worked for?
Jonathan Elliott, Cpwa®, Crpc®, Cdfa®, Chsnc®, Cpfa, Rma® has worked for Optima Capital Management and Merrill Lynch.
Who are Jonathan Elliott, Cpwa®, Crpc®, Cdfa®, Chsnc®, Cpfa, Rma®'s colleagues at Optima Capital Management?
Jonathan Elliott, Cpwa®, Crpc®, Cdfa®, Chsnc®, Cpfa, Rma®'s colleagues at Optima Capital Management include Evan Edwards and Clinton Steinhoff, Crps®.
How can I contact Jonathan Elliott, Cpwa®, Crpc®, Cdfa®, Chsnc®, Cpfa, Rma®?
You can use AeroLeads to view verified contact signals for Jonathan Elliott, Cpwa®, Crpc®, Cdfa®, Chsnc®, Cpfa, Rma® at Optima Capital Management, including work email, phone, and LinkedIn data when available.
What schools did Jonathan Elliott, Cpwa®, Crpc®, Cdfa®, Chsnc®, Cpfa, Rma® attend?
Jonathan Elliott, Cpwa®, Crpc®, Cdfa®, Chsnc®, Cpfa, Rma® holds Bachelor Of Science (B.S.), Marketing from Arizona State University.
What skills is Jonathan Elliott, Cpwa®, Crpc®, Cdfa®, Chsnc®, Cpfa, Rma® known for?
Jonathan Elliott, Cpwa®, Crpc®, Cdfa®, Chsnc®, Cpfa, Rma® is listed with skills including Wealth Management and Series 7.
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