Lisa Kearns

Wealth Management Client Associate

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

Prior to Sunpointe, Lisa worked for Bank of America Merrill Lynch as a Wealth Management Client Associate and Resident Director’s Assistant.

She 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 2017 in the Wealth Management division.

Outside of work, 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.

Lisa Kearns

Wealth Management Client Associate
LinkedIn
Email Lisa
314-880-0821

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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.

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.

Business Owners

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

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.

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.

Risk Management

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

Tax Efficiency

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

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