Elliot Berman

elliot-berman.jpg

Chief Financial Officer and Director of Strategic Planning

Elliot Berman serves as Deputy Executive Director of the Mid-West Energy Research Consortium. Elliot H. Berman is the Principal of Bowtie Advisors, a trusted advisor to its clients focusing on helping them formulate and implement practical, credible solutions to drive successful results for their privately owned businesses. Prior to establishing Bowtie Advisors, Mr. Berman 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 and financial institutions; and has focused his career on mergers and acquisitions, corporate governance, partnering with clients to start new businesses, assisting businesses 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.

Elliot serves on the boards of directors of several organizations including Payment Advisory Resource, Inc., and the Union for Reform Judaism.  He is a past member of the board of directors of the National Automated Clearing House Association (NACHA) and the Wisconsin Automated Clearing House Association (WACHA).

Prior to joining Johnson Financial Group, Elliot was a member of the Corporate Law and Financial Institutions Practice Groups at Godfrey & Kahn, S.C. a law firm headquartered in Milwaukee, Wisconsin and he served as a senior attorney with Firstar Corporation in Milwaukee, Wisconsin

 
 
Nate Conroy