Elliana Graham

Elliana connects the people, data, technology, and processes that support CoastEdge’s investment and advisory work. As Associate Director of Investment Data & Solutions, she works across teams to turn complex needs into coordinated solutions that help the firm operate with institutional rigor and create space for new and creative ideas.

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Her responsibilities include aggregating and maintaining investment data, standardizing workflows, and coordinating cross functional follow up between the advisory and investment teams. She evaluates new technology platforms, develops expertise in their capabilities, and helps train colleagues on how to use them effectively. She also fields initial investment-related questions, connects colleagues with the appropriate resources, and builds tools to help streamline workflows and reduce manual work.

Before joining CoastEdge, Elliana spent six years at Hall Capital Partners, a $43 billion registered investment advisor subsequently acquired by Pathstone. She worked across advisory, research, development, and business intelligence teams to improve data governance, reporting, and operational efficiency.

Elliana earned a Bachelor of Arts from the University of Chicago, double majoring in Public Policy and Visual Arts with a concentration in Economics.

Outside of work, Elliana enjoys spending time with family, practicing yoga, and drawing and painting.

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Favorite Quote:

“To acquire knowledge, one must study; but to acquire wisdom, one must observe”