Ryan Heidenreich appointed to head Sunpointe Investments’ Kansas City office

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

Ryan Heidenreich

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

David Zou

Operations Associate

Lisa Kearns

Wealth Management Client Associate

Kristine Bailey

Senior Registered Client Associate

Scarlett Ni

Operations Analyst

Insights

Ryan Heidenreich appointed to head Sunpointe Investments’ Kansas City office

Ryan Heidenreich appointed to head Sunpointe Investments’ Kansas City office

The 20-Year industry veteran will lead the firm’s second office outside of St. Louis

ST LOUIS MISSOURI, USA | July 15, 2024 — Sunpointe Investments, a wealth management and financial advisory firm headquartered in St. Louis, Missouri, is delighted to announce that Ryan Heidenreich will be leading the firm’s expansion into Kansas City.