Kyle Neese

Kyle is a Wealth Advisor and Portfolio Manager at Sunpointe Investments. He is passionate about asking the right questions to uncover what truly drives his clients, helping them navigate their financial lives with clarity so they can focus their energy on what they care about most. A Chartered Financial Analyst since 2021, Kyle spent nearly 15 years at Wells Fargo prior to joining Sunpointe, most recently serving as a Portfolio Consultant. In that role, he worked closely with Financial Advisors to refine and align investment portfolios to their declared client objectives.

His technical knowledge of portfolio construction is balanced by a unique perspective gained in his first career: serving as a trained interrogator in the U.S. Army. This background instilled in him a disciplined approach to analysis and a specialized skill set in understanding human behavior and motivation. By combining his analytical experience with Sunpointe’s behavioral finance philosophy, he helps clients stay disciplined and focused on their long-term vision.

Outside of the office, Kyle resides in St. Louis with his wife and their young daughter. He enjoys staying active through weightlifting and sharpening his strategic side with a good game of chess.