Latest Economic Review: Sunpointe Illuminations

Lee Boudouris

Senior Associate

CAIA, CIPM

Lee is the Director of Research and a Senior Associate at Sunpointe Investments. He has more than nine years of experience in financial services, with a heavy focus on asset allocation, manager due diligence, and performance reporting for Family Offices and Foundations.

Lee holds a BS in Finance from the University of Illinois and an MBA from Saint Louis University. Lee has earned the Chartered Alternative Investment Analyst (CAIA) and Certificate in Investment Performance Measurement (CIPM) designations. Prior to Sunpointe, Lee was a credit/margin specialist at Wells Fargo Advisors, and then spent six years at Mercer working on asset allocation, reporting, and manager selection.

Outside of Sunpointe, Lee is an accomplished bowler and an aspiring golfer. He currently serves as Secretary of the Richard A. Chaifetz School of Business Alumni Engagement Board at Saint Louis University.

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

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

Shanglin (David) Zou

Finance Operations Associate

Lisa Kearns

Wealth Management Client Associate

Kristine Bailey

Senior Registered Client Associate

Scarlett Ni

Operations Analyst

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