Interview with David Savir, CEO & Co-Founder of Element Pointe Advisors

David Savir is Co-Founder and Chief Executive Officer of Element Pointe Advisors. He is responsible for leading the firm’s overall management and strategy and is involved in all aspects of the firm’s portfolio management and advisory services. Prior to co-founding Element Pointe in 2016, David held the position of Vice President at J.P. Morgan Private Bank, directing 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 wealthy individuals and families.

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 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.

He resides in South Florida with his wife, Jacqueline, and their four children.

*Mr. Savir and Element Pointe Advisors, LLC do not provide any legal advice or services in connection with advisory services.

Interview questions:

Introduction | Please provide an introduction to Element Point Advisors – services, advisors, AUMs

Milestones | What are the key milestones since your launch 6 years ago?

Career | Your career included stints at Goldman Sachs and J.P. Morgan. Tell us about your career and the decision to launch Element Point Advisors in 2016?

Co-Founder | Can you tell us about your co-founder Carlos Dominguez?

Team | Who are the key members of your team?

Fidelity | What role does Fidelity play with Element Point Advisors?

Market | Where is the market going in 2022?

Growth | What are the growth plans for Element Point Advisors?

Connect with David on LinkedIn

Element Pointe Advisors is a fee only independent registered investment advisor serving affluent families and individuals in South Florida and across the United States. Headquartered in Miami, the firm’s mission is to enhance clients’ lives and empower them with greater insights that help to achieve their goals. Learn more at elementpointe.com.

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