Jack Dwyer

President

CFA®, CAIA

Jack is the President of Sunpointe Investments. As an expert in setting strategy and executing objectives, he focuses much of his attention and skills on Family Office and Wealth Management clients, where education, governance, and strategic follow-through are his specialties.

Jack’s skills have been learned as much outside of the industry as within it. As a member of the US Army National Guard, he commanded a 184-person Engineer Bridge Company deployed to Tallil, Iraq during 2004-2005. Jack graduated cum laude from the University of Notre Dame with a BBA in Finance and Business Economics and earned an MBA from the Olin School of Business at Washington University in St. Louis. Jack has earned the Chartered Financial Analyst (CFA) and is active with the CFA Society of St. Louis. He was a portfolio manager and trader at A.G. Edwards, and spent 10 years at Hammond Associates and later, Mercer, advising Family Offices and Foundations towards their investment goals.

Outside of Sunpointe, Jack is actively involved with a variety of charitable organizations, including Our Lady’s Inn, and numerous others. When he’s not working or donating his time, he’s spending it with his son and identical twin daughters, ideally traveling abroad, and maybe even squeezing in a round of golf.

Your Dedicated Team

At Sunpointe, we translate our deep institutional expertise and behavioral finance insights into actionable strategies tailored to your needs. Our dedicated team of experts is committed to illuminating your financial path and empowering you to achieve your goals.

Michael Pompian

Founder, Chief Investment Officer

CFA®, CAIA, CFP®

Jack Dwyer

President

CFA®, CAIA

Matthew Zeigler

Managing Director & Private Wealth Advisor

Ryan Heidenreich

Managing Director & Private Wealth Advisor

CFP®

Robert H. Mooney, III

Managing Director & Private Wealth Advisor

CPM®

Angela Pompian

Chief Compliance Officer, Wealth Advisor

Lee Boudouris

Director of Research

CAIA, CIPM

Jocelyn Hillis

Director of Operations

Benjamin Tuscai

VP of Financial Planning & Private Wealth Advisor

CFP®

Shanglin (David) Zou

Financial Analyst

Lisa Kearns

Wealth Management Client Associate

Kevin Kaleta

Wealth Advisor & Portfolio Associate

Kyle Freels

Operations Manager

Kyle Neese

Wealth Advisor & Portfolio Manager

CFA®

Insights

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