Jack is the President of Sunpointe Investments. Jack has over 20 years of investment experience helping individuals, family offices, and foundations achieve their investment goals. Prior to joining Sunpointe, Jack helped guide family offices and foundations for over 10 years at Hammond Associates and Mercer. Jack previously traded Municipal and Corporate bonds for five years at A.G. Edwards. 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 Chartered Alternative Investment Analyst (CAIA) designations and is a member of the CFA Institute and the CFA Society of St. Louis. Jack is a frequent speaker on investment education topics such as asset allocation and avoiding investment mistakes.
While everyone’s situation and challenges are unique, Jack believes that the plan he creates with clients combined with regular nudges to keep them on track makes them much more likely to achieve their financial goals, reduces stress, and allows them to thrive.
Jack is actively involved in a variety of volunteer organizations.
- Current Board member and investment committee chair at Our Lady’s Inn (providing pregnant women and their children shelter and hope for a new life)
- Current Board member, Past President, 2018 member of the year of the CFA Society St. Louis.
2018 CFA Institute Global Volunteer of the Year
- Current Board member, Past President, 2012 Member of the Year of the Notre Dame Club of St. Louis
- Past Alumni Board of Directors of Chaminade College Preparatory School in St. Louis.
- Past Finance Committee member at Holy Infant Parish
Outside of work, Jack enjoys spending time with his teenage son and identical twin daughters, traveling internationally (Rome is his favorite European City while the ancient Sumerian city of Ur is his most unique), and playing golf.
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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.