David Zou

Finance Operations Associate

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.

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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Email David
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.

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.

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Families

Preserve your family legacy with informed decision-making, effective planning, and comprehensive family education. We help families solve complex financial situations.

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Business Owners

Reduce your risk, capitalize on valuable opportunities, and feel secure with strategic business planning and wealth management.

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Institutions

Family offices, foundations, and other institutions can benefit from Sunpointe Investments’ sound advice, and intelligent planning.

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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.

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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.

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Risk Management

We review your insurance arrangements and make sure you are getting the best coverages for the most efficient prices.

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Tax Efficiency

We continuously analyze your portfolio to ensure the taxes are kept low to help compound wealth.

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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.

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
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© 2022 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.