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Lisa Kearns

Wealth Management Client Associate

Lisa is a Wealth Management Client Associate at Sunpointe Investments. She assists clients with all things managerial and administrative, primarily working alongside Matt Zeigler. She values simplicity, accuracy, and bringing a human touch to essential tasks.

Lisa started her finance career as a Bank of Boston receptionist at the age of 19. She held support roles across the enterprise, joined Bank of Western Massachusetts as a Word Processing Manager, and then took four years off to be a mom. She restarted her professional career in the North Carolina school system, teaching library research skills to high school students. After relocating to Massachusetts, she became an Executive Assistant at Bank of America, and later joined Matt in in the Wealth Management division, where she worked as a Wealth management Client Associate and Resident Director’s Assistant.

Outside of Sunpointe, Lisa enjoys reading, cars, and horses. You can find Lisa with her husband, Bob, at the Stafford Spring Raceway, playing board games with her adult children, and cheering on all of her beloved Boston sports teams.

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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