Eli Friedman

Eli Friedman

Senior Client Service Administrator

Eli supports a reliable relationship between the client, their custodian and the rest of their SWP team. Through diligent coordination of administrative activities, Eli is dedicated to providing clients a sense of ease that their accounts are taken care of.

Eli’s role allows him to be both relationship and process driven. He enjoys getting to know each client’s individual interests and identifying the most appropriate way of servicing them. Although each client has unique needs and preferences, Eli’s underlying mission is to provide clients personable and diligent service and ultimately allow clients to dedicate less time to managing their wealth.

Eli joined SWP after serving clients at Saxony Capital Management, a financial advisory firm in Chicago. As Investment Associate, Eli was involved in executing a variety of clients’ planning and investment strategies. Eli was driven to provide clients attentive and efficient service by creating efficiencies in the firm’s internal processes. Ultimately, Eli worked to make sure clients knew they were taken care of and allow the advisors to spend more time with their clients.

Eli first came to the area in 2009 when he began studying at Trinity International University. Eli played on Trinity’s soccer team and still enjoys playing other recreational sports such as tennis and volleyball.

Favorite Quote

“The best way to find yourself is to lose yourself in the service of others.” – Mahatma Gandhi

Education

BA in General Business, Trinity International University

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