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.

Lisa Green

Investment Advisor
LinkedIn
Email Lisa
314-880-0821

Let's talk!

Schedule a conversation so we can learn about you.

Let's Talk

Who We Serve

Our clients are individuals, families and charitable organizations who are looking for professional guidance in growing, protecting and managing their wealth.

Family Offices

Preserve your family legacy with informed decision-making, effective planning, and comprehensive family education. We help families solve complex financial situations.

Learn More

Individuals

We will help you better understand the leverage you have with your wealth and assets and how to effectively capitalize, preserve, and sustain your success.

Learn More

Business Owners

Reduce your risk, capitalize on valuable opportunities, and feel secure with strategic business planning and wealth management.

Learn More

Our Services

We put you at the center of all we do. We specialize in simplifying complex financial lives, enabling you to feel confident about what comes next for you and your family.

Investment Management

Our intuitive way of designing portfolios allows you to easily understand drivers of risk and return so you can feel confident about your financial life.

Learn More

Financial Planning

Our planning process, which puts you at the center, incorporates our behavioral finance research and helps you identify and achieve your key financial milestones.

Learn More

Risk Management

We review your insurance arrangements and make sure you are getting the best coverages for the most efficient prices.

Learn More

Tax Efficiency

We continuously analyze your portfolio to ensure the taxes are kept low to help compound wealth.

Learn More

Experienced Fiduciary

Sunpointe Investments was created to guide families, individuals, and institutions to the sound decisions that establish financial security. With deep expertise in behavioral finance and a disciplined approach to financial management, our team strives to protect and enhance your capital. As a fiduciary we are obligated to put your needs above our own, therefore our ultimate goal is your success.

Published Works

Over the past twenty years, Michael has written five books on behavioral finance and emotional investing to help clients make better investment decisions and reach their goals. His latest work below on the left is designed to help individuals recognize and better manage their behavioral investing biases in any stage of life or market environment.

Available on Amazon
Available on Amazon
Available on Amazon
Available on Amazon
Available on Amazon
Wealthies Finalist 2022
Get Monthly Insights
St Louis

8301 Maryland Avenue, Suite 300
St. Louis, Missouri 63105

Portsmouth

One Harbour Place, Suite 305
Portsmouth, NH 03801

Form CRS Disclosures Terms of Use

© 2023 Sunpointe Investments. All rights reserved.

Check the background of your financial professionals on FINRA’s BrokerCheck. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Investment Advisory Services offered through Sunpointe LLC. Certain representatives of Sunpointe LLC are also registered representatives of, and offer securities through APW Capital, Inc., Member FINRA/SIPC. 100 Enterprise Drive, Suite 504, Rockaway, NJ 07866, 1-800-637-3211. Sunpointe, LLC and APW Capital, Inc. are not affiliated companies.