One team, one promise…

David Savir

Chief Executive Officer

David Savir is Co-Founder and Chief Executive Officer of Element Pointe Family Office, a multi-family office and investment advisory firm serving high-net-worth families and family offices throughout the U.S. Element Pointe provides investment management and family office advisory services and serves as an outsourced Chief Investment Officer to a select group of single-family offices.
 
David is responsible for leading the firm’s overall management and strategy and is involved in all aspects of the firm’s investment management, consulting, and family office advisory services. As a trusted advisor to ultra-high-net-worth families and family offices, he is often called upon to assist clients in navigating the sale or monetization of privately held companies. He has advised families on sales transactions to private equity and strategic acquirers, as well as on dividend recapitalization transactions and other debt monetization events. Alongside clients’ estate and tax counsel, David also advises families and family offices on estate planning and tax considerations, philanthropy, family office structuring and governance, and intra-family communication. 

David serves on Element Pointe’s investment committee, which is responsible for managing clients’ investment portfolios encompassing broad exposure to both public and private markets, including investments in public equity and debt securities, private equity funds, private credit funds, real estate debt and equity funds, and venture funds.
 
Prior to co-founding Element Pointe in 2016, David held the position of Vice President at J.P. Morgan Private Bank, where he directed a team of investment and lending professionals in advising ultra-high-net-worth clients throughout the U.S. David began his career in the Investment Management Division of Goldman Sachs, where he was responsible for advising and managing investment portfolios for a select group of successful U.S. families.
 
David has been quoted on the subjects of family office wealth management, pre-transaction planning, practice management, and investment-related topics in industry publications including the Wall Street Journal, Barron’s, and Bloomberg News.
 
David received his JD and MBA degrees from the University of Miami, where he was a Dean’s Merit Scholar and Graduate Assistant to the Business Law faculty, performing academic research in the areas of securities regulation, corporate governance, and business ethics. He earned his B.S. in Business Administration from the University of Florida. David is a member of The Florida Bar.*
 
Involved in his community, David serves on the Board of Directors of Temple Menorah of Miami Beach and previously served on the Finance and Investment Committee of the Lehrman Community Day School. He is a past board member of the Network for Teaching Entrepreneurship South Florida and has served as a mentor to students in the University of Miami Entrepreneurship Program.

*Mr. Savir and Element Pointe Family Office do not provide any legal advice or services in connection with advisory services.

Carlos A. Dominguez

President & Chief Investment Officer

Carlos A. Dominguez is Co-Founder, President and Chief Investment Officer of Element Pointe Family Office, a multi-family office and investment advisory firm serving high-net-worth families and family offices throughout the U.S. Carlos is responsible for guiding the firm’s overall investment strategy and asset allocation models, as well as the selection and management of individual U.S. equity securities.

Prior to co-founding Element Pointe in 2016, Carlos held the position of Vice President at J.P. Morgan Private Bank, directing a team of investment management and lending professionals in advising high-net-worth clients throughout the U.S. Prior to J.P. Morgan, Carlos served for nine years as a portfolio manager at Alpine Capital Partners, LLC, an opportunistic, long-short equity hedge fund manager primarily focused on mid and large cap U.S. equities. In this role, he was responsible for all aspects of the investment process including securities selection, portfolio construction, trade execution, and risk management. Carlos started his career on Wall Street in 1994 at Orbit II Partners, a derivatives market-making firm, where he spent six years as Portfolio Manager. From 1997 – 2000, he took on the additional role of Director of San Francisco Trading Operations where he recruited, trained, and managed the most successful market-making team at the firm.

Carlos received his MBA from the Stanford Graduate School of Business in 2002 and holds a B.A. in Economics from Duke University.

A Miami native, Carlos is passionate about serving his community. He is a member of the Orange Bowl Committee and also sits on the Ransom Everglades School Alumni Board. Carlos previously served on the board of City Year Miami, an educational non-profit. Carlos is an avid sports fan and resides in Coconut Grove with his wife, Melissa, and their three daughters.

Ashley Mendelsohn

Chief Compliance Officer

Ashley Mendelsohn serves as Chief Compliance Officer of Element Pointe Family Office. In this role, she oversees the firm’s regulatory compliance program, monitors regulatory changes, and provides guidance to senior management on compliance matters.

Prior to joining Element Pointe, Ashley was a Senior Principal Consultant with the U.S. Regulatory division of ACA Global. Before joining ACA, she was a Principal and the Chief Compliance Officer of Vulcan Value Partners, where she led the firm’s compliance and risk management programs. Prior to Vulcan Value Partners, she was a Senior Vice President at Regions Bank, where she served as Chief Compliance Officer of Regions Investment Management and led the risk management program for Regions Asset Management division, which serviced the bank’s Institutional and Private Wealth divisions. Before her time at Regions, Ashley was Chief Compliance Officer and Director of Fund Operations of Cook & Bynum Capital Management, where she also served as the Chief Compliance Officer of the firm’s mutual fund. She began her career as an investment banking analyst in the Corporate Finance Department of The Robinson-Humphrey Company.

Ashley received a B.A. from Duke University and her MBA with a concentration in Finance from the University of Alabama, where she was selected to be a member of the Blackburn Institute. She holds the Investment Advisor Certified Compliance Professional (IACCP®) and Certified Securities Compliance Professional (CSCP) designations.

Kristopher Martin, CFP®

Senior Vice President, Wealth Advisor

Kristopher K. Martin, CFP®, is a Senior Vice President and Wealth Advisor at Element Pointe Family Office, where he has been a key member of the firm’s advisory team since 2017. Specializing in advising high- and ultra-high-net-worth clients, Kristopher delivers comprehensive wealth management, portfolio management, and family office advisory services tailored to the unique needs of each client.

With a focus on asset allocation, complex financial planning, and estate planning for ultra-high-net-worth clients, Kristopher develops and implements personalized investment and wealth management strategies. He has experience guiding entrepreneurial families through the complex process of preparing for the sale of their businesses and planning for significant liquidity events. Kristopher’s approach goes beyond the numbers, as he collaborates closely with entrepreneur families to develop strategic plans that help them navigate significant financial and personal milestones, such as selling a business.

Notably, Kristopher has earned recognition in the wealth management industry, having been named by RIA Intel, an Institutional Investor publication, as a Rising Star.* He has also been featured in industry publication, Think Advisor, for his work with successful professional athletes in the U.S.

Before his tenure at Element Pointe, Kristopher spent five impactful years at global concert promoter Live Nation. During this time, he played a pivotal role in collaborating with major global talent agencies, overseeing large-scale concerts, festivals and event bookings, negotiating talent contracts, and managing revenue forecasts.

Kristopher holds a Bachelor of Business Administration in Finance with a minor in Music Business from the University of Miami.

Beyond his contributions to the wealth management industry, Kristopher is involved in his community and serves as a board member of the nonprofit organization, After-School All-Stars South Florida. Kristopher currently calls Miami home, where he resides with his wife, Jordan, and their two children.

*For more information and important disclosures regarding third-party award methodologies, please visit https://www.elementpointe.com/disclosures/.

Stephen J. O’Connell, CFA, CAIA

Senior Vice President, Investment Management

Stephen J. O’Connell, CFA, CAIA is a Senior Vice President on the Investment Management Team at Element Pointe Family Office. Stephen joined Element Pointe in 2016. He reports directly to the Chief Investment Officer and is involved in all aspects of portfolio strategy, manager selection, trading, and implementation. Stephen 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 on 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.

Stephen holds a Bachelor of 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.

Originally from Armonk, NY; Stephen currently resides in Miami, Florida.

Jonathan A. Jerome, CFP®

Vice President, Wealth Planning Specialist

Jonathan Jerome, CFP®, is a Vice President and Wealth Planning Specialist at Element Pointe Family Office. With over 20 years of experience in the wealth management industry, he brings a deep background in financial planning, strategic consulting, and digital innovation. At Element Pointe, Jonathan works closely with high-net-worth and ultra-high-net-worth clients, delivering comprehensive wealth planning, portfolio strategy, and family office advisory services. He is dedicated to helping clients navigate the complexities of wealth through thoughtful guidance, tailored solutions, and a long-term perspective.

Prior to joining Element Pointe, Jonathan served as Senior Vice President, Senior Financial Planner & Strategic Initiatives Officer at City National Bank. In that role, he led the development and implementation of a goals-based financial planning model and worked directly with clients on financial planning, portfolio management, and trust and estate guidance.

Previously, Jonathan held multiple leadership roles at Merrill Lynch. As a Digital Strategy Consultant with the Digital Adoption & Client Experience Team, he partnered with top Financial Advisors to integrate Merrill’s digital platforms into their practices and led initiatives such as the LinkedIn and Advisor Social Media Program. He also served as the Goals-Based Consultant for Merrill’s Midwest Division, where he advised Financial Advisors and their teams on planning strategies using proprietary tools and played a key role in research, software development, and best practices for goals-based planning.

Jonathan began his career at Morgan Stanley (formerly Smith Barney), where he spent more than a decade in various roles including Field-Based Financial Planning Consultant and Manager of the Financial Planning Training Consulting Group. He started his career in 2004 as a Team Associate in a Smith Barney branch in Madison, Wisconsin.

He holds FINRA Series 7, 63, and 65 licenses and is a CERTIFIED FINANCIAL PLANNER™ professional. Jonathan earned his Bachelor of Science in Consumer Science/Personal Finance from the University of Wisconsin–Madison.

Outside of work, Jonathan enjoys traveling, sports, volunteering, and spending quality time with friends and family. He lives in Miami with his wife, Jamie, and their two children.

John C. Rodriguez, CFP®

Vice President, Client Service Manager

John C. Rodriguez, CFP® is a Vice President and Client Service Manager at Element Pointe Family Office, where he is responsible for overseeing the Client Service Team and working with the firm’s executives and advisors on all operational and client service matters, including communications with clients, custodians, and service providers. Prior to joining Element Pointe, John spent nine years at Bank of America Merrill Lynch, where he most recently held the position of Financial Solutions Advisor. In this role, he was responsible for working with clients to address their retirement and investment goals.

John holds an MBA from Florida International University, and a B.S. in Criminology from Florida State University. He is a CERTIFIED FINANCIAL PLANNER™ professional.

Kathryn Zurcher

Senior Client Service Associate

Kathryn Zurcher is a Senior Client Service Associate at Element Pointe Family Office, where she is responsible for working with the firm’s executives and advisors on all operational and client service matters, including communications with clients, custodians, and service providers. Kat has over eight years of experience in the wealth management industry. Prior to joining Element Pointe, she held the positions of Director of Client Service at WP Financial and Client Service Associate at Private Capital Group. In these roles, Kat was responsible for assisting clients and advisors on all aspects of client service.

Kat received her Bachelor’s degree in Communication Sciences from the University of Connecticut.

Originally from Glastonbury, Connecticut, Kat currently resides in Vernon, Connecticut.

Lindsay Love

Vice President, Director of Marketing

Lindsay Love is a Vice President and Director of Marketing at Element Pointe Family Office. In this role, she leads the development and execution of the firm’s strategic branding, marketing, and public relations initiatives.

Lindsay has held strategic roles in branding and advertising at several leading companies during her career. Prior to joining Element Pointe, she served as Director of New Business & Marketing at Clarkmcdowall, a New York City based brand consultancy. Prior to her time at Clarkmcdowall, she was Senior Manager of Client Services at FutureBrand, a global branding agency subsidiary of the Interpublic Group (IPG), and Senior Brand Manager at New York Life Insurance Company.

Lindsay received her B.A. in English: Non-Fiction Writing & Editing with a minor in Communication from George Mason University in Fairfax, Virginia. At George Mason, she also competed in the #1 singles and doubles positions on the university’s Division I tennis team.

Originally from Pennsylvania, Lindsay currently resides in Miami with her family.

Lura Marrs

Vice President, Operations

Lura J. Marrs is Vice President of Operations at Element Pointe Family Office. In this role, she is responsible for working with the firm’s executive team in managing all matters related to business operations, finance, and resource management.

Prior to her current role, Lura was a Client Service Associate at Element Pointe, working with the firm’s clients and advisors in a wide range of operational and client service matters, including communications with clients, custodians, and service providers.

Lura received her Bachelor’s degree in Financial Counseling and Planning from Purdue University.

Originally from Indianapolis, IN, Lura currently resides in Miami, Florida.

Eli Kes

Vice President, Portfolio Reporting & Analytics

Eli Kes is a Vice President on the Investment Management Team at Element Pointe Family Office, where he is responsible for portfolio reporting and analytics. He leverages the firm’s technology resources to aid the firm’s investment and advisory teams in designing and generating portfolio performance reports, running performance analytics, developing detailed portfolio analyses, and providing clients with consolidated asset reporting.

Eli has over ten years of experience in the financial services industry. Prior to joining Element Pointe, he held the positions of Portfolio and Reporting Analyst at BigSur Partners, Private Equity & Hedge Fund Associate at Banco Itau, and Client Relations Analyst at FS Investments.

Eli holds a Bachelor of Business Administration in Finance with a minor in Real Estate from the University of Central Florida.

Originally from Providence, RI, Eli currently resides in Palm Coast, Florida.

Sebastian Ordonez

Associate, Investment Management

Sebastian Ordonez is an Associate on the Investment Management Team at Element Pointe Family Office. Sebastian joined the team in 2022 and is responsible for assisting the team with market research and investment due diligence, as well as working alongside team members to advise clients on asset allocation, manager selection, risk-return analysis, and other wealth management matters.

Sebastian holds an M.S. in Finance, as well as a Bachelor’s in Finance & Accounting from the University of Miami.

Originally from Cali, Colombia, Sebastian currently resides in Miami, Florida.

Andrew Colannino

Analyst, Investment Management

Andrew Colannino is an Analyst on the Investment Management Team at Element Pointe Family Office. Andrew joined the team in 2024 and is responsible for assisting with market research and investment due diligence, as well as working alongside team members to advise clients on asset allocation, manager selection, risk-return analysis, and other wealth management matters.

Andrew holds an M.S. in Accountancy as well as a Bachelor’s in Accounting from the University of Miami.

Originally from New Jersey, Andrew currently resides in Miami, Florida.