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Meet HighPass

Ethan S. Braid, CFAHighPass Asset Management is an independent fee-only, investment advisory firm with a fiduciary duty to the high net worth clients it serves. HighPass Asset Management was founded by Ethan S. Braid, CFA. Mr. Braid has been passionate about managing client investment portfolios and providing customized financial planning advice since he started working in the investment industry 20 years ago. Mr. Braid's formal education consists of:

  • BS – Finance, Robert Morris University
  • MBA – Cleveland State University
  • CFA Charterholder – CFA Institute

The CFA program is a graduate level, globally recognized, multi-year program with a focus on investment knowledge. Candidates for the program commit an average of 900+ cumulative hours of study time to complete all three levels.

Mr. Braid is devoted to being an expert in the field of wealth management for high net worth individuals and families and for many years, has read one book per month on subject areas such as: estate planning, retirement planning, investment analysis, mergers & acquisitions and behavioural finance. Mr. Braid also has a passion for business history with a focus on the late 19th & early 20th centuries. To date Mr. Braid has read 70+ books on the topics listed above.

When Mr. Braid is not helping clients, he enjoys: reading, cooking, his yellow Labrador retriever, fly fishing, hiking, playing guitar, travel, and riding his horse.

Stelio ElenisStelio Elenis

Stelio Elenis spent the first eleven years of his career in the tax department of a large public accounting firm. He has extensive experience providing tax preparation, tax planning, and tax consulting services to a wide variety of clients, including privately held businesses and high-net-worth individuals. He has tax compliance experience working with individuals, trusts, gift and estates, partnerships, and corporations. As an expert tax advisor, Mr. Elenis has guided, educated, and consulted with hundreds of individual and business clients through their unique and client specific tax issues. Stelio brings new ideas, expertise, and creativity to the table when it comes to tax planning and developing tax strategies.

Mr. Elenis has been passionate about the stock & bond markets since his high school years. At HighPass, he draws upon his tax background to help clients with their investment and planning needs. Areas of focus for Stelio are investment related taxes, estate, cash flow management, and retirement goals. Stelio is enthusiastically committed to helping HighPass clients achieve their long-term financial goals.

Stelio is a member of the American Institute of CPAs, Colorado Society of CPAs, CFA Society Colorado, and holds a Chartered Financial Analyst® (CFA®) designation.

Mr. Elenis is a 2005 graduate of John Carroll University, University Heights, Ohio, with a B.S. degree in accounting and finance. He also is a 2006 graduate of University of Denver, Colorado, with an M.S. degree in taxation, and in 2010 received an M.S. degree in finance.

During his free time, Mr. Elenis enjoys weight lifting, hunting, fishing, and spending time with his one-year old daughter.

 

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