NEW YORK--(BUSINESS WIRE)--Golconda Partners, an independent firm that serves as a guide and service platform for ultra-affluent clients who are seeking to effectively navigate the sophisticated and financially powerful applications of life insurance and annuity investment account policies, is pleased to announce the appointment of Aidan Elliott, CFP®, ChFC®, CLU® as Managing Director. Aidan brings extensive expertise in Private Placement Life Insurance (PPLI) and Private Placement Annuities (PPA), with a proven track record of success in optimizing results for families and financial institutions.
Aidan joins Golconda Partners after a successful tenure as Managing Director at Cresset Capital, a prominent $55 billion multi-family office, where he led the firm’s PPLI and PPA division. During his time at Cresset, Aidan achieved significant milestones, including attracting over $500 million in Assets Under Management (AUM). His leadership also established Cresset as a national leader as an investment advisor for PPLI/PPA Separately Managed Accounts (SMAs), and he played a pivotal role in creating strategic advisory initiatives that guided institutions in the implementation of PPLI/PPA SMAs and Insurance Dedicated Funds (IDFs).
“We are thrilled to welcome Aidan to Golconda Partners. His deep expertise, leadership, intellectual curiosity, and commitment to innovation in financial structuring will be invaluable as we continue to grow our market presence and enhance the value we provide to our clients,” said Michael Liebeskind, Principal of Golconda Partners. “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.”
Aidan’s experience also includes his role as Director of Private Placement Services at WealthPoint, LLC, where he spearheaded the launch of the firm’s PPLI and PPA division.
In his new role at Golconda Partners, Aidan will oversee the firm’s expansion of traditional life insurance and private placement solutions, and lead initiatives aimed at delivering cutting-edge financial strategies to a growing roster of affluent clients. Aidan will also focus on strengthening Golconda’s partnerships with multi-family offices, RIAs, and financial institutions.
“I’m excited to join Golconda Partners and contribute to their impressive trajectory of growth and innovation,” said Aidan Elliott. “This is an unique opportunity to leverage my experience and work with a dedicated team that shares my commitment to excellence in delivering life insurance and annuity solutions to enhance intergenerational wealth structuring and tax optimization.”
Aidan Elliott holds a B.B.S in Business and Management from the National University of Ireland, Maynooth, and holds designations as a Certified Financial Planner® (CFP®), Chartered Financial Consultant® (ChFC®), and Chartered Life Underwriter® (CLU®) from The American College of Financial Services. Aidan is also a frequent speaker at industry conferences and a published thought leader on advanced financial planning and PPLI/ PPA solutions.
For more information on Golconda Partners and its services, please visit www.golconda.com.
