Latest Economic Review: Sunpointe Illuminations

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 complex 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, and a Single-Family Office, 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 watching and coaching youth sports and playing competitive tennis. Along with a family of three teenagers, he has two actively managed poodles and 6 passively managed guitars.

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

Insights

We Lost a Giant 

Dr. Daniel Kahneman was my inspiration when I started my work in behavioral finance because of the practical nature of what he did.  It just made sense to me. His work was observational – meaning he proved things that he saw humans doing versus proving abstract concepts. During the time he wrote his best works, “standard finance” was all the rage – the idea that markets were efficient and human behavior was not particularly relevant.