Shane Samuel Blum

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

• 05/2026 → Present
  Element Pointe Family Office
  Miami, FL
• 12/2024 → 03/2026
  Alliance Bernstein
  Nashville, TN
• 10/2023 → 05/2024
  Goldman Sachs
  New York, NY
• 07/2024 → 11/2024
  Eco-Energy
  Nashville, TN
• 06/2021 → 10/2023
  The New York Stock Exchange, Inc.
  New York, NY
• 05/2020 → 06/2021
  Nasdaq
  San Francisco, CA
• 08/2016 → 05/2020
  University Of Arizona
  Tucson, AZ

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-07-15