CFA, CFP®
Portfolio Management Analyst
Elias Vera

Education

  • University of California, Los Angeles BA Business Economics 

  • San Diego State University MSBA Finance

Professional Organizations

  • CFA Society of San Diego

Elias Vera is a Portfolio Management Analyst at Dowling & Yahnke.

Working in the financial industry since 2000, Elias joined Dowling & Yahnke in 2007 as an Investment Associate.  In 2011 he was promoted to Assistant Portfolio Manager.  Elias is responsible for daily trading implementation and ongoing management of portfolios.  He is a member of the Firm’s Investment Committee.

Elias holds the Chartered Financial Analyst (CFA) and CERTIFIED FINANCIAL PLANNER™ (CFP®) designations.  He has a Master of Science in Business Analytics (MSBA) degree from San Diego State University.  Elias completed his undergraduate work at University of California, Los Angeles with a degree in Business Economics.

Elias was born and raised in San Diego.  He lives in Chula Vista with his wife and two children.  Elias enjoys traveling and going to concerts.  His sports teams are the UCLA Bruins, San Diego Padres, and US Soccer.

 

Why did you join Dowling & Yahnke?

I wanted to work for a firm that valued by education and desired to learn and earn advance certifications.

 

What do you find most rewarding about working at Dowling & Yahnke?

My colleagues. I enjoy interacting with them on a daily basis.

 

What is your favorite spot in San Diego?

Coronado. My dad would take me there as a kid and it brings back fond memories.

 

What is the best concert you ever attended?

Goldfinger at Golden Hallon December 16, 1996. They refused to play until the ushers let people stand in front of the stage. The place was full of energy.

 

Which sports team do you enjoy cheering on the most?

The UCLA Bruins football and basketball teams. 

 

What was your first job?

An auto parts shop. I had to learn the car parts in English and Spanish because they don’t directly translate.