Robert H. Mooney, III

Rob Mooney is a Managing Director and Private Wealth Advisor at Sunpointe Investments. With more than 30 years in the financial services industry, Rob works with families and founders whose primary challenge is no longer accumulation, but durability — preserving clarity, optionality, and calm as wealth scales.

Rob designs investment systems that continue to work when clients are busy living their lives.  Rob’s work centers on designing investment architectures that remove pressure from decision-making. His approach emphasizes liquidity for “enough,” protection against regression, and selective exposure to asymmetric opportunity, allowing capital to compound without requiring constant attention or conviction from the client.

Prior to joining Sunpointe, Rob served as Senior Vice President, Senior Portfolio Manager, and Wealth Advisor at UBS. He is a graduate of Tulane University and holds the Certified Portfolio Manager® designation. He is also a member of the NASDAQ Advisory Committee and other major market institutions.

Rob is deeply committed to community involvement and long-term stewardship. He previously served as Chairman of the Board for Therapeutic Horsemanship, one of the country’s oldest and largest therapeutic riding programs, and mentors veterans transitioning to civilian careers through American Corporate Partners.

Rob and his wife, Lisa, are proud parents of two college-aged children. Outside of work, Rob enjoys playing polo with family and friends across the Midwest.