Jocelyn Hillis

Director of Operations

Jocelyn has more than 13 years of experience in financial services. She joined Sunpointe as a senior associate in 2021, focusing on reporting and operational support. Before joining Sunpointe, Jocelyn held similar roles at Mercer for over 7 years. Prior to Mercer, she worked as a financial analyst at SouthernIllinois Healthcare.

Jocelyn graduated with a BS in Business Administration with an emphasis in finance and banking from the University of Missouri.

Professionally, Jocelyn enjoys building relationships with clients and affiliates in order to achieve operational excellence. She brings years of performance reporting, client operations, and alternative investment experience.

Jocelyn is happily married to her husband Jeff, and both stay busy raising their young daughter. Outside of the office, she enjoys hiking, mountain biking, camping, and bike rides on the Katy Trail.

Jocelyn Hillis

Director of Operations
LinkedIn
Email Jocelyn
314-880-0821

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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.

Family Offices

Preserve your family legacy with informed decision-making, effective planning, and comprehensive family education. We help families solve complex financial situations.

Individuals

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.

Business Owners

Reduce your risk, capitalize on valuable opportunities, and feel secure with strategic business planning and wealth management.

Our Services

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.

Investment Management

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.

Financial Planning

Our planning process, which puts you at the center, incorporates our behavioral finance research and helps you identify and achieve your key financial milestones.

Risk Management

We review your insurance arrangements and make sure you are getting the best coverages for the most efficient prices.

Tax Efficiency

We continuously analyze your portfolio to ensure the taxes are kept low to help compound wealth.

Experienced Fiduciary

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.

Published Works

Over the past twenty years, Michael has written five books on behavioral finance and emotional investing to help clients make better investment decisions and reach their goals. His latest work below on the left is designed to help individuals recognize and better manage their behavioral investing biases in any stage of life or market environment.

Available on Amazon
Available on Amazon
Available on Amazon
Available on Amazon
Available on Amazon