Stephen J. O'Connell
Analyst-Equity bei Element Pointe Advisors LLC
Profil
Mr. Stephen J.
O'Connell, CFA, is a 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 assists the investment team with overall investment strategy and portfolio implementation.
He is responsible for performing investment research and due diligence, as well as, leading efforts in the preparation of investment reports and analytics.
Mr. O'Connell works closely with the executive team in the development and maintenance of the underlying portfolio management infrastructure, as well as, leveraging the firm’s technology 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.
Aktive Positionen von Stephen J. O'Connell
| Unternehmen | Position | Beginn |
|---|---|---|
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 |
Ausbildung von Stephen J. O'Connell
| University of Miami | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 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 |