Your Trusted Advisor
About Elliot H. Berman
Prior to establishing Bowtie Advisors, Elliot served as Senior Vice President, General Counsel & Secretary at Johnson Financial Group, Inc. a diversified financial holding company headquartered in Racine, Wisconsin. In this position he provided advice and counsel to the board of directors, executive and senior management on a wide range of business, legal and regulatory matters. At various times in his tenure he was responsible for the co-ordination of legal services to the company and its subsidiaries, for oversight of the company’s corporate compliance function, governance matters, shareholder relations, enterprise risk management, corporate security and loan review. He also played a key role in the company’s acquisition and divestiture of various businesses.
Elliot has extensive experience in issues affecting business organizations, financial institutions and non-profit organizations; and has focused his career on mergers and acquisitions, governance, partnering with clients to start new businesses, assisting businesses and non-profit organizations in improving their processes to promote growth, banking regulation, financial data processing and e-Commerce. Elliot is a nationally recognized expert in compliance issues regarding anti-money laundering. A frequent lecturer on corporate matters, financial institution law and e-Commerce issues, Elliot has spoken at numerous conferences.
Prior to joining Johnson Financial Group, Elliot was a member of the Corporate Law and Financial Institutions Practice Groups at the law firm of Godfrey & Kahn, S.C. and he served as a senior attorney with Firstar Corporation both headquartered in Milwaukee, Wisconsin.
Current Activities
Elliot also serves as the Brand Content Manager - Thought Leadership at AML RightSource. The Company is the leading firm solely focused on Anti-Money Laundering (AML)/ Bank Secrecy Act (BSA) and financial crimes compliance solutions.
Board and Non-profit Service
Elliot is a past member of the board of directors of the National Automated Clearing House Association (NACHA), the Wisconsin Automated Clearing House Association (WACHA), Payment Advisory Resource, Inc. and the Union for Reform Judaism. Elliot is also a past president of the Milwaukee Jewish Day School, a past officer and board member of Congregation Shalom and of the Jewish Home and Care Center in Milwaukee.
Prior to establishing Bowtie Advisors, Elliot served as Senior Vice President, General Counsel & Secretary at Johnson Financial Group, Inc. a diversified financial holding company headquartered in Racine, Wisconsin. In this position he provided advice and counsel to the board of directors, executive and senior management on a wide range of business, legal and regulatory matters. At various times in his tenure he was responsible for the co-ordination of legal services to the company and its subsidiaries, for oversight of the company’s corporate compliance function, governance matters, shareholder relations, enterprise risk management, corporate security and loan review. He also played a key role in the company’s acquisition and divestiture of various businesses.
Elliot has extensive experience in issues affecting business organizations, financial institutions and non-profit organizations; and has focused his career on mergers and acquisitions, governance, partnering with clients to start new businesses, assisting businesses and non-profit organizations in improving their processes to promote growth, banking regulation, financial data processing and e-Commerce. Elliot is a nationally recognized expert in compliance issues regarding anti-money laundering. A frequent lecturer on corporate matters, financial institution law and e-Commerce issues, Elliot has spoken at numerous conferences.
Prior to joining Johnson Financial Group, Elliot was a member of the Corporate Law and Financial Institutions Practice Groups at the law firm of Godfrey & Kahn, S.C. and he served as a senior attorney with Firstar Corporation both headquartered in Milwaukee, Wisconsin.
Current Activities
Elliot also serves as the Brand Content Manager - Thought Leadership at AML RightSource. The Company is the leading firm solely focused on Anti-Money Laundering (AML)/ Bank Secrecy Act (BSA) and financial crimes compliance solutions.
Board and Non-profit Service
Elliot is a past member of the board of directors of the National Automated Clearing House Association (NACHA), the Wisconsin Automated Clearing House Association (WACHA), Payment Advisory Resource, Inc. and the Union for Reform Judaism. Elliot is also a past president of the Milwaukee Jewish Day School, a past officer and board member of Congregation Shalom and of the Jewish Home and Care Center in Milwaukee.