Stephen Joseph O'COnnell

Employer firm

Element Pointe Family Office CRD 282750

$1.22B regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Selection of other advisers
• CONSULTING AND FAMILY OFFICE ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2016 → 01/2019
  Element Pointe Advisors
  Miami, FL
• 02/2016 → 05/2016
  Massmutual
  Miami, FL
• 01/2021 → 01/2024
  Element Pointe Advisors, Llc Dba Element Pointe Family Office
  Miami, FL
• 01/2019 → 01/2021
  Element Pointe Advisors, Llc
  Miami, FL
• 01/2024 → Present
  Element Pointe Advisors, Llc Dba Element Pointe Family Office
  Miami, FL
• 08/2012 → 05/2016
  University Of Miami
  Coral Gables, FL

Other Businesses

4/2020 - 414 MANHATTAN AVE., LLC - INVESTMENT RELATED - MEMBER - 2 HOURS PER MONTH/0 HOURS DURING SECURITIES TRADING - ENTITY THAT HOLDS REAL ESTATE FOR INVESTMENT AND RENTAL INCOME PURPOSES.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-08-31

Designations

• Chartered Financial Analyst