Kyle Freels
Operations Manager
Kyle Freels is the Operations Manager within the Operations Group at Sunpointe Investments. As manager, Kyle and the team are responsible for assisting clients with trading and completion of investment paperwork to implement new asset allocations or rebalance their portfolios. He also is available to be a liaison with client custodians and investment managers.
Prior to joining Sunpointe in 2025, Kyle worked as the NFP Operations Manager with Mercer Investments LLC for 14 years and was with US Bank Institutional Trust and Custody for 8 years before Mercer.
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
