Stephen O'Connell
Analyst-Equity presso Element Pointe Advisors LLC
Profilo
Mr. Stephen J.
O'Connell is a Senior Vice President of Investment Management at Element Pointe Advisors LLC.
He joined Element Pointe in 2016.
He reports directly to the Chief Investment Officer and involved in all aspects of portfolio strategy, manager selection, trading, and implementation.
He is responsible for performing investment research and due diligence, as well as leading efforts in the preparation of investment reports and analysis.
He works closely with the executive team in the development and maintenance of the underlying portfolio management infrastructure and technology, leveraging the firm’s technology resources to help craft and implement customized investment and wealth management strategies for the firm’s clients.
He received his Bachelors in Business Administration in Finance with a minor in Mathematics from the University of Miami.
He is a CFA and CAIA Charterholder, and a member of the CFA Society of Miami.
Posizioni attive di Stephen O'Connell
| Società | Posizione | Inizio |
|---|---|---|
Element Pointe Advisors LLC
 Element Pointe Advisors LLC Investment ManagersFinance Element Pointe Advisors LLC, dba Element Pointe Family Office (Element Pointe), is a SEC-registered investment advisor and multi-family office headquartered in Miami, Florida. The firm was founded in 2016 and is owned by David Savir and Carlos A. Dominguez directly and indirectly through Element Pointe Group LLC, a holding company. Element Pointe offers investment management, financial planning, consulting, and family office advisory services to individuals, trusts, estates, charitable organizations, corporations, business entities, trustees or other fiduciaries to retirement plans subject to ERISA, and private funds organized their affiliate. | Analyst-Equity | 01/08/2016 |
Formazione di Stephen O'Connell
| University of Miami | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 1 |
|---|---|
Element Pointe Advisors LLC
Element Pointe Advisors LLC Investment ManagersFinance Element Pointe Advisors LLC, dba Element Pointe Family Office (Element Pointe), is a SEC-registered investment advisor and multi-family office headquartered in Miami, Florida. The firm was founded in 2016 and is owned by David Savir and Carlos A. Dominguez directly and indirectly through Element Pointe Group LLC, a holding company. Element Pointe offers investment management, financial planning, consulting, and family office advisory services to individuals, trusts, estates, charitable organizations, corporations, business entities, trustees or other fiduciaries to retirement plans subject to ERISA, and private funds organized their affiliate. | Finance |
- Borsa valori
- Insiders
- Stephen O'Connell
