CFA, PRESIDENT & OWNER
Responsible for relationship management, portfolio management, and research. John obtained his BS in Finance from the University of South Dakota (USD). He is a Trustee and Board member at the University of South Dakota, Board member at Alta Trust Company, and serves on the USD Investment Committee. John was previously employed at RBS and Pitney Bowes.
CFA, HEAD of FAMILY OFFICE
Jose has over 30 years of experience in investments and family business management. The last twelve years he served as CEO of the Arellano Family Group, where he managed all aspects of a private diversified investment group, including several operating companies in media, agriculture, and real estate. In addition to managing the Arellano Group, he founded and operated San Juan Asset Management, an independent advisor focusing on global equities. His investment career includes managing equity and fixed income portfolios for global financial institutions such as Citigroup, Merrill Lynch Investment Managers (BlackRock), and ING. He was Head of Portfolio Management for ING Bank in Geneva, Switzerland, and member of the ING Global Investment Committee for private clients. He also served as Senior Portfolio Manager for Merrill Lynch Banque Suisse in Geneva, Switzerland. Jose is a Chartered Financial Analyst (CFA®), has a Bachelor’s in Business Administration from The George Washington University in Washington, D.C. with a major in Finance, and a Master’s in Business Administration from The University of Texas at Austin with concentrations in Finance and Accounting. Jose, his wife Joni and their six children live in Sioux Falls.
CLIENT SERVICES MANAGER
Rachael joined Elgethun Capital in 2015 and is responsible for client services, reporting, and administration. She obtained her BS in Sociology from South Dakota State University, and has previous experience in financial services and various roles in the consumer space. Rachael is the Vice President of Sioux Falls Up and Coming, an active member of Young Professionals Network of Sioux Falls, and volunteers for Junior Achievement.
Austin joined Elgethun Capital in 2017 and is responsible for investment research and client services. He obtained his MBA and BBA in Finance (Economics minor) from the University of South Dakota (USD). Austin is currently taking the Chartered Financial Analyst (CFA) exams. Austin volunteers for Junior Achievement and is an assistant varsity football coach for O’Gorman High School.
Patrick joined Elgethun Capital in 2017 and is responsible for investment research and client services. He obtained his MBA and BBA in Finance from the University of South Dakota (USD). Patrick is currently working towards his CFP.