David Savir

Co-founder & Chief Executive Officer at Element Pointe Advisors and 2 other companies
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  • It’s important to build a portfolio that incorporates an appropriate mix of fixed income and equities based on their other assets—including Social Security and rental income—their spending requirements and their life expectancy.

    27 August 2019
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  • Element Pointe Advisors
    Co-founder & Chief Executive Officer
    started Mar 2016
  • JP Morgan
    Vice President
    Dec 2012 – Mar 2016
  • Goldman Sachs
    Private Wealth Advisor
    Jul 2009 – Dec 2012