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.
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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.
Preserve your family legacy with informed decision-making, effective planning, and comprehensive family education. We help families solve complex financial situations.
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.
Reduce your risk, capitalize on valuable opportunities, and feel secure with strategic business planning and wealth management.
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.
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.
Our planning process, which puts you at the center, incorporates our behavioral finance research and helps you identify and achieve your key financial milestones.
We review your insurance arrangements and make sure you are getting the best coverages for the most efficient prices.
We continuously analyze your portfolio to ensure the taxes are kept low to help compound wealth.
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.