Stephen O'Connell
Analyst-Equity chez Element Pointe Advisors LLC
Profil
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.
Postes actifs de Stephen O'Connell
| Sociétés | Poste | Début |
|---|---|---|
Element Pointe Advisors LLC
 Element Pointe Advisors LLC Investment ManagersFinance Element Pointe Advisors LLC (Element Pointe) is an independent investment management and family office advisory firm headquartered in Miami, Florida. The firm was founded by David Savir and Carlos A. Dominguez in 2016. Element Pointe offers investment management, financial planning, consulting, and family office advisory services to o 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 |
Formation de Stephen O'Connell
| University of Miami | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 1 |
|---|---|
Element Pointe Advisors LLC
Element Pointe Advisors LLC Investment ManagersFinance Element Pointe Advisors LLC (Element Pointe) is an independent investment management and family office advisory firm headquartered in Miami, Florida. The firm was founded by David Savir and Carlos A. Dominguez in 2016. Element Pointe offers investment management, financial planning, consulting, and family office advisory services to o 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 |
