Paul Elias

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Consumer Services

Finance

Profile

Paul Elias worked at J.
M.
Forbes & Co. LLP from 2005 to 2025, serving as Partner from 2012 to 2025.
Education includes an undergraduate degree from the University of California, Berkeley, conferred in 1978, and a graduate degree from Harvard University, conferred in 1982.

Former positions of Paul Elias

Companies	Position	End
J. M. Forbes & Co. LLP J. M. Forbes & Co. LLP Investment ManagersFinance JM Forbes & Co. aims to generate strong risk-adjusted returns in good times and careful capital preservation in periods of downturn. The firm employs a core investment style that includes a broad universe of over 100 companies that fit their investment criteria from which a core portfolio of 40-50 names is built. This core equity portfolio is the foundation on which their portfolios are built, along with a blend of fixed income securities. JM Forbes & Co. normally invest in established mid- to large-cap companies in the US and abroad. Their investment approach results in relatively low turnover – so stock holdings might shift approximately 10% to 20% in a given year.	Portfolio Manager-Equities	01/09/2025

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Training of Paul Elias

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Linked companies

Private companies	3
J. M. Forbes & Co. LLP J. M. Forbes & Co. LLP Investment ManagersFinance JM Forbes & Co. aims to generate strong risk-adjusted returns in good times and careful capital preservation in periods of downturn. The firm employs a core investment style that includes a broad universe of over 100 companies that fit their investment criteria from which a core portfolio of 40-50 names is built. This core equity portfolio is the foundation on which their portfolios are built, along with a blend of fixed income securities. JM Forbes & Co. normally invest in established mid- to large-cap companies in the US and abroad. Their investment approach results in relatively low turnover – so stock holdings might shift approximately 10% to 20% in a given year.	Finance
Harvard University Harvard University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
University of California, Berkeley University of California, Berkeley Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services

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