Elliot Rotstein, CAP® - Senior Vice President

Elliot Rotstein, CAP®

Elliot Rotstein is a Senior Vice President and Northeast regional director at MPI. Based in the firm’s Boston office, Elliot oversees all client engagements in the Northeast and is responsible for developing new business opportunities throughout the region. With extensive experience as an advisor and valued partner to the tax, estate and sophisticated wealth planning community, Elliot has gained a special expertise in the area of family owned businesses, transition and legacy planning. In addition to his experience working with multi-generational family enterprises and their related teams of professional advisors, Elliot has experience working with executives in the private investment community, including private equity General Partners, hedge fund managers, real estate investors and other successful entrepreneurs. Prior to joining MPI, Elliot was the Director of Charitable Planning with Fidelity Charitable. In that capacity, he worked with clients and their teams of advisors to implement charitable giving programs and helped facilitate complex gifts of closely held business interests as well as many other types of illiquid assets.

Education

  • Ithaca College - B.S.
  • American College, Chartered Advisor in Philanthropy (CAP®)

Affiliations

  • Advisory Board Member – Massachusetts Family Business Association
  • Advisory Board Member – UNH Center for Family Business
  • Co-Chair: Boston Foundation Professional Advisor Network
  • Member – Boston, Maine and New Hampshire Estate Planning Councils
  • Member: Family Firm Institute
  • Member: Trusts and Estates Consortium