https://www.elevatecapm.com/notable-reads daily 0.75 2025-03-06 https://www.elevatecapm.com/notable-reads/national-debt-deficits-and-interest-rates-economic-and-market-impacts monthly 0.5 2026-01-28 https://images.squarespace-cdn.com/content/v1/5cc93c6b93a632622cd2ad0b/1769613238523-8A5RJR6O3PA8SB33X282/unsplash-image-XrIfY_4cK1w.jpg Thought Leadership - National Debt, Deficits, and Interest Rates: Economic and Market Impacts - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.elevatecapm.com/notable-reads/us-records-strong-gdp-growth-but-theres-more-to-it monthly 0.5 2026-01-28 https://www.elevatecapm.com/notable-reads/investor-letter monthly 0.5 2023-03-28 https://www.elevatecapm.com/notable-reads/what-does-the-soaring-us-inflation-rate-mean-for-your-portfolio monthly 0.5 2026-01-28 https://www.elevatecapm.com/notable-reads/climate-change-an-environmental-disaster-and-an-economic-time-bomb monthly 0.5 2026-01-28 https://www.elevatecapm.com/notable-reads/should-we-worry-about-our-national-debt monthly 0.5 2026-01-28 https://www.elevatecapm.com/notable-reads/are-we-heading-towards-a-financial-crisis monthly 0.5 2023-03-28 https://www.elevatecapm.com/notable-reads/what-is-behind-saudi-arabias-war-path-with-russia-on-oil-prices monthly 0.5 2023-03-28 https://www.elevatecapm.com/notable-reads/dollar-the-king monthly 0.5 2026-01-28 https://www.elevatecapm.com/notable-reads/category/guides monthly 0.5 https://www.elevatecapm.com/notable-reads/category/knowledge monthly 0.5 https://www.elevatecapm.com/notable-reads/tag/news monthly 0.5 https://www.elevatecapm.com/notable-reads/tag/trump monthly 0.5 https://www.elevatecapm.com/notable-reads/tag/asset+classes monthly 0.5 https://www.elevatecapm.com/notable-reads/tag/covid-19 monthly 0.5 https://www.elevatecapm.com/notable-reads/tag/financial+crisis monthly 0.5 https://www.elevatecapm.com/notable-reads/tag/history monthly 0.5 https://www.elevatecapm.com/notable-reads/tag/economy monthly 0.5 https://www.elevatecapm.com/notable-reads/tag/inflation monthly 0.5 https://www.elevatecapm.com/notable-reads/tag/dollar monthly 0.5 https://www.elevatecapm.com/notable-reads/tag/2008 monthly 0.5 https://www.elevatecapm.com/notable-reads/tag/calpers monthly 0.5 https://www.elevatecapm.com/notable-reads/tag/gdp monthly 0.5 https://www.elevatecapm.com/notable-reads/tag/risks monthly 0.5 https://www.elevatecapm.com/notable-reads/tag/oil monthly 0.5 https://www.elevatecapm.com/notable-reads/tag/spending monthly 0.5 https://www.elevatecapm.com/notable-reads/tag/russia monthly 0.5 https://www.elevatecapm.com/notable-reads/tag/advise monthly 0.5 https://www.elevatecapm.com/notable-reads/tag/currency monthly 0.5 https://www.elevatecapm.com/notable-reads/tag/prices monthly 0.5 https://www.elevatecapm.com/notable-reads/tag/debt monthly 0.5 https://www.elevatecapm.com/notable-reads/tag/climate+change monthly 0.5 https://www.elevatecapm.com/ecm daily 1.0 2019-10-17 https://images.squarespace-cdn.com/content/v1/5cc93c6b93a632622cd2ad0b/1557815427262-79S642EC6N5BAQFHEGQD/ben-harritt-222981-unsplash.jpg elevate capital https://www.elevatecapm.com/services daily 0.75 2026-01-28 https://images.squarespace-cdn.com/content/v1/5cc93c6b93a632622cd2ad0b/1557816312572-VVNITAIHMQFMCP4JSONC/sam-goodgame-438609-unsplash.jpg Services https://images.squarespace-cdn.com/content/v1/5cc93c6b93a632622cd2ad0b/1572504097235-QOGYS8SVON5LRICC7SWI/andre-benz-CR0E20Of7yU-unsplash.jpg Services - Portfolio Management We believe in the premise that a team of asset class experts working collaboratively better manages portfolios. At Elevate Capital, you have access to asset classes beyond traditional stock and bonds, including real estate, private equity and venture capital https://images.squarespace-cdn.com/content/v1/5cc93c6b93a632622cd2ad0b/1601522505411-0JZ9A01REWEMEPD8MYVA/anas-alshanti-feXpdV001o4-unsplash.jpg Services - Equity-based Compensation Experts Elevate Capital Management has extensive expertise working with technology executives. Incentive Stock Options (ISOs) or other types of equity-based compensation packages can be complicated in nature. There is no substitute for an experienced Investment Advisor that knows how to deal with these complex situations. Elevate Capital specializes in ISOs and RSU advisory and tax planning https://images.squarespace-cdn.com/content/v1/5cc93c6b93a632622cd2ad0b/1572504321090-E1GA9VDYWX8KJSDMQII9/diggity-marketing-s8HyIEe7lF0-unsplash.jpg Services - Financial Planning We believe robust and dynamic planning work makes all the difference for long term success. We take the stress out of the planning process and leverage technology to allow real time access to your entire financial picture all in one place https://images.squarespace-cdn.com/content/v1/5cc93c6b93a632622cd2ad0b/1572504388388-CSR9DEHZGMGXT2M1X4BM/mike-scheid-0iqkntLw93A-unsplash.jpg Services - Family Coaching Elevate Capital works with multi-generational family wealth and businesses to implement a plan to sustain your wealth and family harmony for generations to come https://images.squarespace-cdn.com/content/v1/5cc93c6b93a632622cd2ad0b/1573087700071-1U2IAZE5YYXN6E8B3999/clark-tibbs-oqStl2L5oxI-unsplash.jpg Services - Resources For Entrepreneurs Elevate Capital is part of the tech startup ecosystem in San Francisco and Silicon Valley and can provide certain resources to help entrepreneurs be successful https://images.squarespace-cdn.com/content/v1/5cc93c6b93a632622cd2ad0b/1572504549368-UR916UQ151KL0ZG52XAE/william-white-TZCppMjaOHU-unsplash.jpg Services - Concierge Services Elevate can simplify your life and save you time in today’s complex world with services beyond traditional investment advice https://www.elevatecapm.com/new-page daily 0.75 2019-11-11 https://images.squarespace-cdn.com/content/v1/5cc93c6b93a632622cd2ad0b/1557817675898-1R4T36IWRUK1FHA1RJT6/ben-harritt-222981-unsplash.jpg Contact us https://www.elevatecapm.com/about daily 0.75 2026-01-28 https://images.squarespace-cdn.com/content/v1/5cc93c6b93a632622cd2ad0b/1573082620535-8RXIZQ6YFLZ4GQ0KNR3Y/patrick-robert-doyle-2POWJYKXM5Q-unsplash.jpg About https://www.elevatecapm.com/values daily 0.75 2026-01-28 https://images.squarespace-cdn.com/content/v1/5cc93c6b93a632622cd2ad0b/1565758720012-DAGRPBP1NB9NUA7Y9JNO/austin-schmid-65F-502joDA-unsplash.jpg Values https://images.squarespace-cdn.com/content/v1/5cc93c6b93a632622cd2ad0b/1572500437838-UNQJ8S6M6WNS8FRKWWG3/susan-yin-2JIvboGLeho-unsplash.jpg Values - Trust Our clients’ trust is our most valuable asset. We strive to earn your trust over time by always doing what is right for you. https://images.squarespace-cdn.com/content/v1/5cc93c6b93a632622cd2ad0b/1572504917958-CKH3CLCTSN2Y4F11BEBA/aron-visuals-3jBU9TbKW7o-unsplash.jpg Values - Objective We are independent of any bank or brokerage firm. Our fees are structured to align our interests with yours. https://images.squarespace-cdn.com/content/v1/5cc93c6b93a632622cd2ad0b/1565935089457-G6OX61G5NDS71V5FI82D/hari-nandakumar-QyxfDZwl7mM-unsplash.jpg Values - Transparent We commit to you that our fees are transparent and fair for the level of advice and service we provide. https://images.squarespace-cdn.com/content/v1/5cc93c6b93a632622cd2ad0b/1567640686152-NJD0VB7J73XH6OSWZ866/simon-hattinga-verschure-m2_wamNcmjs-unsplash.jpg Values - Service We believe that exceptional service is paramount to our client relationships and long-term success. https://images.squarespace-cdn.com/content/v1/5cc93c6b93a632622cd2ad0b/1565933684988-175JF5T2MKS61JRW6UC5/jason-blackeye-9HEY1URQIQY-unsplash.jpg Values - purpose We care about influencing positive change in the world around us. We strive to be a leader and a model citizen for our industry and to make investment decisions that drive positive change. https://www.elevatecapm.com/team daily 0.75 2026-01-28 https://images.squarespace-cdn.com/content/v1/5cc93c6b93a632622cd2ad0b/1573085835643-SMMWNX38S4A6NJK05CVD/nastuh-abootalebi-eHD8Y1Znfpk-unsplash.jpg Founders https://images.squarespace-cdn.com/content/v1/5cc93c6b93a632622cd2ad0b/1570040874931-9JFWRP3FFX0GVBZ71DCG/Jeremy_024.JPG Founders - Jeremy D. Bardin, CFA Co-Founder and Managing Partner Jeremy is the bond market expert and portfolio manager of the fixed income asset class. He has more than 20 years of experience, most of which was spent in the institutional fixed income sales & trading divisions at Merrill Lynch and Oppenheimer. He is skilled at navigating difficult market environments and has experienced multiple market cycles Jeremy’s experience at Merrill Lynch allowed him to gain a depth and breadth of knowledge across the inner workings of the bond market that few people have been fortunate to obtain. His team would grow to execute on average over $1 billion per day in notional transaction volume. His clients were money managers, banks, insurance companies, hedge funds, Fortune 500 Corporations, foundations, endowments and family offices. He helped them manage fixed income portfolios that in aggregate exceeded more than $75 billion. Elevate Capital is loosely modeled after his first client at Merrill Lynch, the family office of a sophisticated Texas billionaire. Jeremy earned the Chartered Financial Analyst (CFA) designation in 2004. Jeremy is originally from Salt Lake City, Utah. He lived in Dallas, Texas for 9 years before moving to San Francisco in 2009. He is an avid skier and mountain biker, as well as a mediocre surfer. https://images.squarespace-cdn.com/content/v1/5cc93c6b93a632622cd2ad0b/5572ee89-f5c6-4b1a-9159-9d5856960e33/gk1.jpg Founders - Garo Kochounian Co-Founder and Managing Partner As Co-Founder and Managing Partner at Elevate Capital Management, Garo Kochounian leads the firm’s active equity strategy, leveraging over 25 years of expertise working with institutional asset managers. His career spans roles at Oppenheimer, ISS and MSCI, where he worked extensively with global institutional investors, providing strategic insights and investment solutions. Garo leads a dynamic, thematic, multi-cap portfolio, employing a research-driven investment approach that combines top-down macroeconomic analysis with advanced applied analytics. Garo continuously sifts through vast streams of market data and identifies cause-and-effect relationships within the global economy and financial markets to uncover signals that drive investment decisions. By integrating fundamental insights with real-time analytics, he assesses the relevance of emerging trends to portfolio strategy. The equity team maintains a forward-looking investment focus, targeting transformative technological innovations. For a thematic, long-term growth portfolio, exposure to these emerging tech sectors can provide significant alpha. From Artificial Intelligence & Machine Learning to various technological disruptions, the team’s disciplined approach aims to capitalize on paradigm shifts that redefine industries, positioning the portfolio to harness long-term structural growth opportunities. A deeply analytical and forward-thinking investor, Garo understands that sound investment decisions require more than just quantitative metrics—they demand a holistic view of market dynamics, industry evolution, and behavioral finance. His ability to uncover mispriced assets and asymmetric opportunities has been instrumental in Elevate Capital Management’s success. By integrating macroeconomic insights with fundamental and thematic analysis, he ensures that capital is allocated to high-conviction opportunities with sustainable long-term growth potential. Garo possesses a keen ability to identify undervalued investment opportunities, leveraging deep market insight and a disciplined approach to uncover asymmetric risk-reward scenarios. His strong leadership acumen has enabled him to build and manage high-performing teams, fostering a culture of innovation, rigorous analysis, and strategic execution. He holds a Bachelor of Science in Finance from the University of San Francisco and is fluent in four languages, further enhancing his ability to navigate global markets and engage with diverse stakeholders. On a personal level, Garo’s Armenian heritage and early childhood in Lebanon have shaped his global perspective and cultural adaptability—qualities that inform his investment approach in an increasingly interconnected world. He and his wife, Katie, reside in Berkeley, CA, where they are raising their three children, Reve, Beau, and Siena. Balancing a dynamic career with family life, Garo values long-term vision, resilience, and strategic thinking—principles that guide both his professional and personal pursuits.