Ryan Heidenreich appointed to head Sunpointe Investments’ Kansas City office

Scarlett Ni

Operations Analyst

Scarlett is an Operations Analyst at Sunpointe Investments, where she excels in data analysis, processing, and reconciliation. She is integral in leveraging system optimizations to enhance operational workflows and effectively support client management across all systems.

Scarlett earned her MS in Business Analytics from Washington University in St. Louis, specializing in Financial Technology Analytics. She also holds a Bachelor or Economics in Finance from Shanghai University and a Bachelor of Business in Finance from the University of Technology Sydney. Prior to joining Sunpointe, she led a consulting project team and was a CFAR Scholar at the Center for Finance and Accounting Research at Washington University in St. Louis, where she provided strategic insights to external corporate clients.

Outside of work, Scarlett is passionate about a range of activities that enrich her personal and professional life. She is an avid movie watcher, enjoys photography and hiking, and loves traveling to explore natural and cultural landscapes. She also has a deep appreciation for English and German musicals.

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

Ryan Heidenreich

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

David Zou

Operations Associate

Lisa Kearns

Wealth Management Client Associate

Kristine Bailey

Senior Registered Client Associate

Scarlett Ni

Operations Analyst

Insights

Ryan Heidenreich appointed to head Sunpointe Investments’ Kansas City office

Ryan Heidenreich appointed to head Sunpointe Investments’ Kansas City office

The 20-Year industry veteran will lead the firm’s second office outside of St. Louis

ST LOUIS MISSOURI, USA | July 15, 2024 — Sunpointe Investments, a wealth management and financial advisory firm headquartered in St. Louis, Missouri, is delighted to announce that Ryan Heidenreich will be leading the firm’s expansion into Kansas City.