Elliana Graham is a Portfolio Advisory Associate at CoastEdge. She joined the firm after six years at Hall Capital Partners, a $43 billion AUM Registered Investment Advisor, recently acquired by Pathstone. At Hall, she was part of the Data Operations team, where she contributed to efforts that strengthened data governance, infrastructure, and reporting processes.
Elliana worked closely with teams across the firm—including advisory, research, development, and business intelligence—on initiatives aimed at improving operational efficiency and supporting data-driven decision making. Her work often focused on bridging systems and teams to help streamline workflows and support client and investment needs during significant organizational transitions.
She holds a Bachelor of Arts in Public Policy with a concentration in Economics from the University of Chicago. Elliana is passionate about using data and process to support thoughtful, client-centered investment decisions.