Latest Economic Review: Sunpointe Illuminations

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.

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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