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ELIZABETH SANCHEZ

Chief Administrative Officer

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Elizabeth Sanchez is the Chief Administrative Officer at Oakpoint Advisors and a member of the Capital Team. With over 18 years of diverse experience, she has led business development efforts, overseen office operations, and provided executive-level support.

Before joining Oakpoint Advisors, Elizabeth held various roles at J.P. Morgan Securities/Bear Stearns & Co. in New York City. She began her career supporting the investment banking sales and trading desks, delivering high-level administrative and executive assistance. She later transitioned into the Business Management team as an office manager and expense analyst, where she contributed to operations oversight and strategic initiatives for the Equities and Prime Services businesses across North America.

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100 South Ashley Drive, Suite 1130, Tampa, Fl. 33602

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Learn about our firm’s background and Investment Professionals on FINRA's BrokerCheck.

 

Securities offered through Oakpoint Solutions, LLC., doing business as Oakpoint Advisors, LLC, member FINRA/SIPC.

 

Registration does not imply that the Firm is recommended or approved by the United States government or any regulatory agency. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply any level of skill or training.

 

Oakpoint Advisors may only transact business or render investment advice in those states and international jurisdictions where it is registered, has notice filed, or is otherwise excluded or exempted from registration requirements. The purpose of this website is for information distribution only and should not be construed as an offer to buy or sell securities or to offer investment advice. Past results are no guarantee of future results, and no representation is made that a client will or is likely to achieve results that are similar to those described. An investor should consider his or her investment objectives, risks, charges and expenses carefully before investing. Please refer to Oakpoint Advisors, LLC ADV Part 3 [Client Relationship Summary or Form CRS] for additional information and risks.

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