ELEMENT POINTE ADVISORS - Key Persons

Anthony J. LaBrake, CFP® is a Wealth Planning Specialist at Element Pointe Family Office. He is responsible for developing and monitoring comprehensive financial plans for clients that include customized investment, retirement, tax, estate, and risk management strategies. Anthony is a CERTIFIED FINANCIAL PLANNER™ professional. Prior to joining Element Pointe, Anthony spent two years as a Lead Planner at Facet Wealth, and has held various planning positions within the financial sector throughout his career. Anthony received a Bachelor of Arts in Economics with a minor in Entrepreneurship from the University of Miami. He spends his time outside of the office at the beach, as well as playing golf and ice hockey. He was born and raised in a suburb of Philadelphia and currently resides in Miami, Florida.

Job Titles:

• Chief Investment Officer
• President
• Co - Founder, President and Chief Investment Officer of Element Pointe Family Office

Carlos A. Dominguez is Co-Founder, President and Chief Investment Officer of Element Pointe Family Office. 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 Bachelor of Arts 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.

Job Titles:

• Registered Broker - Dealer

Job Titles:

• Chief Executive Officer
• Co - Founder and Chief Executive Officer of Element Pointe Family Office

David Savir is Co-Founder and Chief Executive Officer of Element Pointe Family Office. He is responsible for leading the firm's overall management and strategy and is involved in all aspects of the firm's portfolio management, consulting, and family office 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 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 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. He resides in South Florida with his wife, Jacqueline, and their four children. *Mr. Savir and Element Pointe Family Office do not provide any legal advice or services in connection with advisory services.

Job Titles:

• Vice President
• Vice President, Portfolio Reporting & Analytics

Eli Kes is a Vice President on the Element Pointe investment team, 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 received his 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.

Job Titles:

• Senior Client Service Associate

Emmy Battsend is a Senior Client Service Associate at Element Pointe Family Office, where she is responsible for working with the firm's clients and advisors in operational and client service matters, including communications with clients, custodians, and service providers. Prior to joining Element Pointe, Emmy worked for over thirteen years at Morgan Stanley Wealth Management in Chicago, where she was responsible for providing client support and services to long-term institutional clients, and high net worth individuals and families, to address their retirement and investment goals.

John C. Rodriguez, CFP® is Vice President, 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 in 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 Bachelor of Science in Criminology from Florida State University. He is a CERTIFIED FINANCIAL PLANNER™ professional.

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 net worth and ultra-high net worth clients, Kristopher is responsible for delivering 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.

Job Titles:

• Senior Associate, Operations at Element Pointe Family Office

Lura J. Brown is Senior Associate, 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 the 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.

Job Titles:

• Analyst on the Investment Management Team
• Analyst, Investment Management

Sebastian Ordonez is an Analyst on the Investment Management team at Element Pointe Family Office. Sebastian joined the team in 2022, he 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 a Masters of Science in Finance, as well as a Bachelors in Finance & Accounting from the University of Miami. Originally from Cali, Colombia; Sebastian currently resides in Miami, Florida.

Job Titles:

• Senior Associate, Marketing at Element Pointe Family Office

Suzana Cacaj is Senior Associate, Marketing at Element Pointe Family Office. Suzana is responsible for developing and implementing firm-wide marketing strategies across various channels, including print and digital media, as well as planning and coordinating events, public relations, and community involvement initiatives. Prior to her current role, Suzana was Executive Assistant to the CEO & President of Element Element Pointe Family Office. Suzana received her Bachelor of Arts in Applied Psychology and Human Relations from Pace University in New York City. Originally from New York, Suzana currently resides in Miami, Florida.