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

Jocelyn Hillis

Director of Operations

Lee Boudouris

Senior Associate

Angela Pompian

Chief Compliance Officer, Investment Advisor

Kristine Bailey

Senior Registered Client Associate

Shanglin (David) Zou

Finance Operations Associate

Lisa Green

Investment Advisor

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