FOUNDER, MANAGING PARTNER
John is a Founder, Managing Partner for Elysian Capital Holdings, LLC. He is also the Managing Partner of Partnervest Financial Group. He drives the strategic direction and operational performance of the organization, while creating the vision. John also oversees Elysian’s Marketing and Social Media divisions and produces Elysian’s digital content on its monthly website blog. With over 25 years of sales distribution experience, John began his career as a National Sales Manager and Senior Vice President for The ING Group. He later became the Executive Vice President and Managing Director of Investments, Mutual Funds and Variable Annuities for Transamerica Capital Management. John later joined Vertical Capital Markets Group, LLC as an Executive Vice President and National Sales Manager. John earned his Master’s Degree in Business Administration from Pepperdine University, with an emphasis in Marketing, and has a bachelor’s degree in Economics from the University of California, Irvine.
FOUNDER, MANAGING PARTNER, CHIEF EXECUTIVE OFFICER
Paula is a Founder, Managing Partner and Chief Executive Officer for Elysian Capital Markets Group, LLC. She is responsible for the operational performance of the organization and combined with her solid aptitude for market dynamics, Paula oversees the distribution efforts of Elysian’s affiliate strategies nationwide.
Paula’s prior experience includes over 20 years in the financial services industry, beginning her career as a sales assistant and technical analyst at Paine Webber/UBS. In 2004, she became a wholesaler for Natixis Global Associates covering key regions in the Midwest and garnered instant success within the industry, resulting in her position as Regional Vice President. She continued her ascent with BNY Mellon/Dreyfus as Regional Vice President overseeing the entire Chicago metropolitan area.
Paula has a proven record of delivering exceptional results and providing unparalleled service and expertise to her clients. Having developed a network of invaluable relationships on the east coast, the west coast and in the American heartland, Paula is supremely qualified to market and distribute Elysian's affiliate strategies across the country. She maintains FINRA Series 7, 63 and 65 registrations.
Director of Communications and Social Media for
Elysian Capital Markets Group
Kelly is the Partner, Director of Communications for Elysian Capital Markets Group, LLC. She is instrumental in developing and executing sales strategies and all aspects of Elysian’s digital webinars which feature Elysian’s Asset Manager Partners.
Possessing vast experience in the financial services industry, Kelly began her career at Transamerica Capital, Inc. as a Senior Internal Wholesaler and later as an Assistant Vice President and Mutual Fund Sales Desk Manager, Regional Sales Representative, and finally, as a Vice President and Business Development Manager. She later joined Vertical Capital Markets Group, LLC as a Vice President and Business Development Officer.
Kelly received a bachelor’s degree in Business Administration from the University of Colorado. She maintains FINRA Series 6, 26, and 63 registrations.
CHIEF FINANCIAL OFFICER, CONTROLLER
Lisa serves as Chief Financial Officer for Elysian Capital Holdings, LLC. She is also the Chief Financial Officer for Partnervest Financial Group. Lisa oversees all aspects of the organization’s accounting and financial matters, including the management of all financial reporting and budgeting, financial statement preparation, internal auditing and accounting processes.
With a focus on detail, Lisa has served in many capacities throughout her personal and professional life. She spent the first part of her career as a senior analyst at Bankers Trust, where she structured cash flow models that, in part, birthed the age of derivatives and collateralized mortgage obligations. She continued her career heading a sophisticated commercial mortgage-backed securities portfolio with Pacific Life before dedicating her time to raising her two children.
Lisa has multiple undergraduate degrees, including bachelor’s degrees in Economics and Political Science, and a minor in Management from the University of California, Irvine. She earned her Master’s Degree in Business Administration from Pepperdine University, with an emphasis in Finance.