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.
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
Jack Dwyer Discusses Legacy Planning with Aligned Money podcast
Confirmation Bias – Hearing Only What She Wanted to Hear
Markets Run Hot as Economic Risks Simmer
