Lee Boudouris
Director of research, Senior Associate
CAIA, CIPM
Lee is the Director of Research and a Senior Associate at Sunpointe Investments. He has more than fourteen 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 nearly eight 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 a Board Member for the Saint Louis chapter of the CAIA Association.
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
