Latest Economic Review: Sunpointe Illuminations

Jocelyn Hillis

Director of Operations

Jocelyn Hillis is the Director of Operations at Sunpointe Investments. With a background in all aspects of reporting, analysis, and operational support, her attention to detail is well-honed. As Director of Operations, Jocelyn oversees all processes for our Family Office and Wealth Management clients.

Jocelyn’s graduated with a BS in Business Administration, with an emphasis on finance and banking, from the University of Missouri. She started her career as a financial analyst for Southern Illinois Healthcare, before moving to Mercer where she gained experience in performance reporting, client operations, and a wide range of alternative investments over seven years.

Outside of Sunpointe, Jocelyn and her husband, Jeff, are kept busy raising their young daughter. She especially enjoys hiking, mountain biking, camping – and most of all, a long ride on the Katy Trail. 

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

Insights

We Lost a Giant 

Dr. Daniel Kahneman was my inspiration when I started my work in behavioral finance because of the practical nature of what he did.  It just made sense to me. His work was observational – meaning he proved things that he saw humans doing versus proving abstract concepts. During the time he wrote his best works, “standard finance” was all the rage – the idea that markets were efficient and human behavior was not particularly relevant.