Principals Neven Zelich and Jack Elgin bring four decades of world‐class experience to their roles in helping individuals, families, entrepreneurs and institutions achieve their financial goals. Before forming Longbridge Wealth Advisors, they worked together for over a decade as a successful wealth advisory team at both Merrill Lynch and UBS. In response to the evolving needs of their clients due to the recent dramatic shifts in the markets and economy, Neven and Jack decided to establish an independent firm that offered objective advice and an unencumbered approach to delivering unmatched professionalism delivered with genuine personal care.
Global Experience. Custom Service. Expert Advisors.
Jack Elgin, CIMA
Jack Elgin is a co‐founder and managing partner of Longbridge Wealth Advisors and is responsible for manager research, portfolio construction and portfolio management. He earned the designation of Certified Investment Management Analyst (CIMA) where he completed course work at the University of California Berkley and the Wharton School of Business. He is a member of the Investment Management Consultants Association (IMCA), established to deliver premier investment consulting, wealth management credentials and world‐class educational offerings. Before forming Longbridge Wealth Advisors, Jack spent 10 years as a Financial Advisor with Merrill Lynch and UBS. He earned his undergraduate degree in Business Administration from The University of Dayton.
Neven Zelich is a co‐founder and managing partner of Longbridge Wealth Advisors and is responsible for macroeconomic research, equity and bond research and trading, and managing the firm's financial planning activities. His insight has been critical in the development and management of each of the portfolios managed by the firm. Neven has 26 years of experience as a wealth management advisor. Before forming Longbridge Wealth Advisors, he spent 24 years as a Financial Advisor with Merrill Lynch and UBS. He received a Bachelor of Science degree with an emphasis in Economics from Youngstown State University and is in the process of completing the coursework for the Certified Financial Planner™ designation.
Jared VanGuilder is a Retirement Plan Consultant with Longbridge Retirement Plan Services. He has 20 years of experience in the design, implementation and administration of qualified retirement and benefit plans. Before his affiliation with Longbridge, he spent 11 years as a Retirement Plan Consultant and Manager with two leading independent plan providers where he worked in conjunction with multiple provider platforms, including investment and insurance providers, financial intermediaries and third party administrators. His broad-based knowledge of pricing and plan providers across multiple platforms enables him to help plan sponsors make smart, objective decisions based on their company goals. Jared received a Bachelor of Science degree in Business from Capital University and is a Member of The 401(k) Coach™ program. He also is a candidate for the designation of Certified Retirement Plan Specialist (CRPS®).
Lindsay Boyce is a Registered Client Service Associate responsible for account maintenance, client service, client account transitions and client reporting. She is a Notary Public and also assists in the trading and portfolio/model research for the firm's ActiveView strategy. Lindsay graduated cum laude from The University of Akron with a Bachelor of Science degree in Personal Finance and a minor in International Business. While attending college, she was actively involved in the Association for Financial Professionals and is a member of the Financial Management Association. She holds FINRA Series 7 and 66 securities licenses through Mid Atlantic Capital Corporation and has been a part of the Longbridge team since its inception. Prior to joining Longbridge, Lindsay was a Client Service Associate at Merrill Lynch and UBS.
Amy Nagy is a Client Services Associate and assists with financial planning and gathering client details. She is a Notary Public and is responsible for processing client transactions, client reporting and scheduling. Amy studied Business at The University of Akron and holds a FINRA Series 11 securities license through Mid Atlantic Capital Corporation. Prior to joining Longbridge Wealth Advisors, she spent 11 years as a Client Service Associate with Morgan Stanley and UBS.