CoverProfile

William Schatz

Vice President, Investments

Elliott Cove Capital Management

United States, Washington, Seattle

About Me

Willi is our Vice President of Investments. He is responsible for overall sales management and account development and education within our partner banks. He is our cheerleader when it comes to conveying calm in turbulent times and a beacon of hope in the storm. Willi has been embedded in Elliott Cove since its infancy. Willi holds a B.A. in Business Administration with a specialization in Economics and Finance. He holds the CERTIFIED FINANCIAL PLANNER™ and Accredited Investment Fiduciary (AIF®) designations. When not calming clients and educating our advisers he finds quality family time with his wife Dawna and his two girls, Maria and Olivia. You might find him out with the cows or pl
View more

Profile Information

Vice President, Investments

Elliott Cove Capital Management

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Seattle

Washington

United States

May 16, 2024

More profiles to browse

RC
Ralph Chiocco
President, Chairman of the Board, Partner, Director
Profile Photo
Nik Grosch
Sales & Investment Specialist & Account Executive and Assistant Vice President - Investments

You Might Like

Profile Photo
Todd Walters
Co-Founder & Managing Member
Spearhead Capital Advisors, LLC. (Private)
JB
Jared Burke
Chief Operating Officer
Crescent Wealth Partners
SG
Sujit Govindraj
Executive Vice President, Managing Group Director
Flagstar Bank
ME
Michelle Elliott
Chief Operating Officer & Senior Client Service Manager
Kowalski Financial