Latest Economic Review: Sunpointe Illuminations

Shanglin (David) Zou

Finance Operations Associate

David is a Finance Operations Associate at Sunpointe Investments. He works on data analysis, reporting, and operations for our Family Office and Wealth Management clients. He adds a critical focus on operational excellence that propels so much of the work Sunpointe does.

David holds an MS in Finance from Washington University in St Louis with an emphasis in Wealth and Asset Management, and a BA in Economics from the University of Wisconsin-Madison. Prior to Sunpointe, David served as Vice President of the Specialized Masters Program Council and Student Ambassador of the Specialized Master Program at Washington University in St. Louis. He was also a teaching assistant under the leadership of Professor Julia Deems.

Outside of Sunpointe, David loves to run. He’s also an avid basketball player and fan.

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

Scarlett Ni

Operations Analyst

Insights