Shanglin (David) Zou has joined Sunpointe as a Finance Operations Associate, focusing on client data analysis, reporting and operations.
David holds an MS in Finance from Washington University in St Louis with an emphasis in Wealth and Asset Management and a BA in Economics from the University of Wisconsin-Madison.
Professionally, David enjoys using his skills to contribute to building operational excellence every day at Sunpointe.
While in graduate school, David served as vice-president of the Specialized Masters Program Council and student ambassador of the Specialized Master Program at Washington University in St. Louis. He was also a teaching assistant under the leadership of Professor Julia Deems.
Outside of the office, David enjoys basketball and running.
David Zou
Finance Operations Associate
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314-880-0821
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Who We Serve
Our clients are individuals, families and charitable organizations who are looking for professional guidance in growing, protecting and managing their wealth.
Family Offices
Preserve your family legacy with informed decision-making, effective planning, and comprehensive family education. We help families solve complex financial situations.
Individuals
We will help you better understand the leverage you have with your wealth and assets and how to effectively capitalize, preserve, and sustain your success.
Business Owners
Reduce your risk, capitalize on valuable opportunities, and feel secure with strategic business planning and wealth management.
Our Services
We put you at the center of all we do. We specialize in simplifying complex financial lives, enabling you to feel confident about what comes next for you and your family.
Investment Management
Our intuitive way of designing portfolios allows you to easily understand drivers of risk and return so you can feel confident about your financial life.
Financial Planning
Our planning process, which puts you at the center, incorporates our behavioral finance research and helps you identify and achieve your key financial milestones.
Risk Management
We review your insurance arrangements and make sure you are getting the best coverages for the most efficient prices.
Tax Efficiency
We continuously analyze your portfolio to ensure the taxes are kept low to help compound wealth.
Experienced Fiduciary
Sunpointe Investments was created to guide families, individuals, and institutions to the sound decisions that establish financial security. With deep expertise in behavioral finance and a disciplined approach to financial management, our team strives to protect and enhance your capital. As a fiduciary we are obligated to put your needs above our own, therefore our ultimate goal is your success.
