Golconda Partners, a leading name in bespoke financial solutions, is excited to announce the appointment of Aidan Elliott, CFP®, CLU®, ChFC®, as their new Managing Director. This strategic hire underscores Golconda Insurance Partners’ commitment to expanding its expertise and service offerings in the high-net-worth client segment. Aidan brings a wealth of experience, particularly in Private Placement Life Insurance (PPLI) and Private Placement Annuities (PPA), making him a significant asset to the firm and its partners.
Aidan Elliott joins Golconda Partners from Cresset Capital, a prominent multi-family office managing $55 billion, where he served as Managing Director and spearheaded their PPLI and PPA division. His tenure at Cresset was marked by remarkable success, attracting over $500 million in Assets Under Management (AUM). Furthermore, Aidan established Cresset as a recognized national leader in investment advisory for PPLI/PPA Separately Managed Accounts (SMAs). He was instrumental in developing strategic initiatives that guided institutions in the effective implementation of both PPLI/PPA SMAs and Insurance Dedicated Funds (IDFs). His proven ability to drive asset growth and establish strategic partnerships is perfectly aligned with Golconda Insurance Partners’ mission to deliver exceptional financial solutions.
Michael Liebeskind, Principal of Golconda Partners, expressed his enthusiasm about Aidan’s arrival, stating, “We are thrilled to welcome Aidan to Golconda Partners. His deep expertise, leadership qualities, intellectual curiosity, and dedication to innovation in financial structuring will be invaluable as we continue to expand our market presence and enhance the value we offer our clients.” He further emphasized that “Aidan’s success in driving asset growth and building strategic partnerships aligns perfectly with our mission to offer bespoke financial solutions that deliver measurable results.”
Prior to his successful role at Cresset Capital, Aidan was the Director of Private Placement Services at WealthPoint, LLC, where he successfully launched the firm’s PPLI and PPA division. In his new capacity at Golconda Insurance Partners, Aidan will be responsible for overseeing the expansion of the firm’s traditional life insurance and private placement solutions. He will also lead key initiatives focused on delivering cutting-edge financial strategies to an expanding portfolio of affluent clients. A significant part of his role will involve strengthening Golconda’s relationships with multi-family offices, Registered Investment Advisors (RIAs), and other financial institutions, ensuring robust partnerships that benefit clients and partners alike.
“I’m excited to join Golconda Partners and contribute to their impressive trajectory of growth and innovation,” shared Aidan Elliott. “This is a unique opportunity to leverage my experience and collaborate with a dedicated team that shares my commitment to excellence in providing life insurance and annuity solutions designed to enhance intergenerational wealth structuring and tax optimization.”
Aidan Elliott’s qualifications include a B.B.S in Business and Management from the National University of Ireland, Maynooth. He also holds prestigious designations as a Certified Financial Planner® (CFP®), Chartered Financial Consultant® (ChFC®), and Chartered Life Underwriter® (CLU®) from The American College of Financial Services, further solidifying his expertise in the financial planning arena. Aidan is also a respected voice in the industry, frequently speaking at conferences and publishing thought leadership content on advanced financial planning and PPLI/PPA solutions.
For those seeking more information about Golconda Insurance Partners and their comprehensive suite of services, please visit www.golconda.com.
