Latest Economic Review: Sunpointe Illuminations

Douglas A. Nelson

Managing Director & Private Wealth Advisor

Doug is a Managing Director and Wealth Advisor at Sunpointe Investments. He draws on 30+  years of advisory experience directly serving clients and their families in aligning personal lives with their equally personal portfolios and objectives.

Doug completed his undergraduate studies at Carnegie Mellon and the University of New Hampshire, has a Graduate Certificate in Financial Analysis from Harvard University, has studied under Yale Economist Robert Schiller, and served clients at JP Morgan Chase, Merrill Lynch, Morgan Stanley, and Wells Fargo, prior to joining Sunpointe Investments.

Outside of Sunpointe, Doug is actively involved on the Shoals Marine Laboratory Advisory Board, has served numerous other charities and foundations in various capacities, and is an avid art collector and museum supporter. He lives in Rye Beach, NH with his wife Karin. Their daughters Lizzie and Ali are alumni of Bucknell University and currently reside in NYC. As a family, they enjoy skiing, hiking, travel, and of course, fine art.

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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