About

Sunpointe Investments has a broad bench of talent and experience. While you can expect personal, proactive attention from your dedicated team, you will also benefit from our collective knowledge and collaborative approach. We work together for the benefit of our clients.

Michael Pompian

CFA®, CAIA, CFP®

Founder, Chief Investment Officer

Jack Dwyer

CFA®, CAIA

President

Douglas A. Nelson

Managing Director & Private Wealth Advisor

Matthew Zeigler

Managing Director & Private Wealth Advisor

Jocelyn Hillis

Director of Operations

Lee Boudouris

Senior Associate

Angela Pompian

Chief Compliance Officer, Investment Advisor

Benjamin Tuscai

VP of Financial Planning & Private Wealth Advisor

Shanglin (David) Zou

Finance Operations Associate

Lisa Green

Investment Advisor

Lisa Kearns

Wealth Management Client Associate

Kristine Bailey

Senior Registered Client Associate

Mission & Values

Our goal is your success, and we uphold ourselves to the highest fiduciary standard.

Transparency

The name Sunpointe was chosen because our goal is to shine the bright light of transparency on fees and conflicts of interest for the benefit of our clients.

Sound Decisions

Through our work in behavioral finance, we coach our clients through the financial decision-making process.

Innovation

We tap strategic opportunities, deploy advanced technology solutions, and deliver forward-thinking investment ideas to create holistic wealth plans.

Authenticity

We base our decisions on research and facts and communicate in a forthright manner.

Gratitude

We are thankful for all we have including incredible employees and clients.

Excellence

To us, it’s personal; excellence in all we do.

Integrity

We adhere to our strong moral principles.

Published Works

Over the past twenty years, Michael has written five books on behavioral finance and emotional investing to help clients make better investment decisions and reach their goals. His latest work below on the left is designed to help individuals recognize and better manage their behavioral investing biases in any stage of life or market environment.

Available on Amazon
Available on Amazon
Available on Amazon
Available on Amazon
Available on Amazon
Wealthies Finalist 2022
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St Louis

8301 Maryland Avenue, Suite 300
St. Louis, Missouri 63105

Portsmouth

One Harbour Place, Suite 305
Portsmouth, NH 03801

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© 2023 Sunpointe Investments. All rights reserved.

Check the background of your financial professionals on FINRA’s BrokerCheck. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Investment Advisory Services offered through Sunpointe LLC. Certain representatives of Sunpointe LLC are also registered representatives of, and offer securities through APW Capital, Inc., Member FINRA/SIPC. 100 Enterprise Drive, Suite 504, Rockaway, NJ 07866, 1-800-637-3211. Sunpointe, LLC and APW Capital, Inc. are not affiliated companies.