Latest Economic Review: Sunpointe Illuminations

Benjamin Tuscai

VP of Financial Planning & Private Wealth Advisor

CFP®

Ben is the Vice President of Financial Planning and a Wealth Advisor at Sunpointe Investments. He works with Family Office and Wealth Management clients to design and execute financial plans centered on the most important aspects of their lives. He believes personal finance is truly personal, and that getting to know each personality involved in a plan is the only way to get the planning “right.”

Ben received his undergraduate degree from Immaculata University and his Master’s Degree in Public Administration from West Chester University of Pennsylvania. Prior to Sunpointe, he spent seven years at The Vanguard Group where he coached internal and external advisors on financial planning, investment acumen, and practice/business management. Ben is also a CERTIFIED FINANCIAL PLANNER™ professional.

Outside of Sunpointe, Ben and his wife Marykate stay busy raising two children (Avery and James) and corralling two dogs (Duke and Roxie) in King of Prussia, PA. In his downtime, you can find him struggling under a barbell to either lift the weight or complain about it being clearly unliftable.

You can expect personal, proactive attention from your dedicated team:

Michael Pompian

Founder, Chief Investment Officer

CFA®, CAIA, CFP®

Jack Dwyer

President

CFA®, CAIA

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 Kearns

Wealth Management Client Associate

Kristine Bailey

Senior Registered Client Associate

Scarlett Ni

Operations Analyst

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