Lisa Green
Investment Advisor
Lisa is a Senior Investment Advisor at Sunpointe Investments. Her experience includes a Chief Investment Officer role for a single-family office based in New York, focusing on all aspects of the investment and due diligence process and is responsible for oversight of the family’s investment portfolio across all asset classes.
Prior to this role, Lisa was a wealth management adviser and private banker at both Credit Suisse First Boston and Donaldson Lufkin & Jenrette. Lisa earned her MBA in Finance from The Wharton School of Business at The University of Pennsylvania and graduated from Northwestern University with a BA in Economics and a minor in French.
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
