Michael Pompian

Founder, Chief Investment Officer

Michael is the Founder and Chief Investment Officer at Sunpointe Investments. He has been advising clients for over 25 years. Prior to launching the firm, he was a Partner and National Segment Leader for the private wealth business at Mercer Investment Consulting, responsible for overseeing $8 billion. Michael fine-tuned his advisory skills as a Wealth Management Advisor with Merrill Lynch, a private banker with PNC Private Bank, and an investment analyst at a single-family office. This experience at a private bank, brokerage, and family office gave him different perspectives on the industry. He also spent several years prior to that as an entrepreneur, managing several retail businesses. “I know what it is like to manage wealth from various perspectives. That experience has shaped my thinking on the importance of coaching clients using behavioral finance.”

Michael has written five books: Behavioral Finance and Wealth Management (Wiley 2006), Advising Ultra Affluent Clients and Family Offices (Wiley 2009), Behavioral Finance, Wealth Management 2nd Edition (Wiley 2012) and Behavioral Investor Types (Wiley 2013) and his fifth book is currently in publication. Michael earned his MBA in Finance from Tulane University and a B.S. in Management from the University of New Hampshire. Away from work, he loves everything sports: from watching and coaching youth sports to playing competitive tennis. Along with a family of three teenagers, he has two actively managed poodles and 6 passively managed guitars.

Michael Pompian

Founder, Chief Investment Officer
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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.


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