Aidan Elliott serves as a Managing Director, Private Placement Life Insurance & Annuities at Cresset. In this role, Aidan collaborates with institutions to mitigate liabilities, optimize tax efficiency, and enhance total asset return. He also works closely with ultra-high-net-worth families to develop customized estate planning solutions and craft sophisticated life insurance portfolios.
Prior to joining Cresset, Aidan was the Director of Private Placement Services at WealthPoint in Denver, Colorado, where he served ultra-affluent and entrepreneurial family groups, as well as their advisor teams, and advised financial institutions and the clients they serve on strategic planning with Private Placement Life Insurance (PPLI) and Annuities (PPVA.)
Aidan is also a nationally recognized speaker on the topic of wealth planning with PPLI and PPVA. Some organizations that Aidan has worked with include Tiger 21, The Exit Planning Institute, PartnersFinancial, Wilmington Trust, JP Morgan, BNY Mellon, The Private Placement Life Insurance & Variable Annuities Forum, and many more.
Hailing from Dublin, Ireland, Aidan moved to Colorado in the Summer of 2012. He is a CFP®, CLU® and ChFC® with over ten years of Wealth Management experience. He is a current member of the Rocky Mountain Estate Planning Council and received his Bachelor of Business Science degree in business and management, with distinction, from the National University of Ireland.
Aidan is an avid fitness fanatic and traveler, keen indie rock and roll fan, and a published children’s book author.