Michael Pompian

Founder, Chief Investment Officer

CFA®, CAIA, CFP®

Michael is the Founder and Chief Investment Officer at Sunpointe Investments. He combines the analytical rigor required to focus Sunpointe’s investment philosophy, with the personal humility and humanity of his work in behavioral finance. Beyond the CIO role, Michael works directly with Family Office and Wealth Management clients to align their investment strategies with multigenerational planning needs.

Michael’s educational awareness and behavioral insights have shaped his finance industry career over 25+ years. Michael earned his MBA in Finance from Tulane University and a B.S. in Management from the University of New Hampshire. He has held advisory positions within Merrill Lynch, PNC Private Bank, a Single-Family Office, and has held leadership positions within Mercer Investment Consulting, all while authoring 5 Behavioral Finance-themed books, and regularly speaking at conferences.

Outside of Sunpointe, you can find Michael playing competitive tennis, traveling to Europe skiing, or spending time in New Hampshire on a hike. Along with a family of three boys in their 20’s, the family has a miniature poodle, Charlie.

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®

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