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Sebastian Ordonez, CFA

Associate, Investment Management

Sebastian Ordonez, CFA, is an Associate on the Investment Management Team at Element Pointe Family Office, having joined the team in 2022. He is responsible for conducting market research and investment due diligence, contributing to the preparation of investment reports and analysis, and executing portfolio trading and rebalancing. He works alongside team members to develop and 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 degree in finance & accounting from the University of Miami. He is a CFA charter holder and a member of the CFA Society of Miami.

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

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