Shanglin (David) Zou
Financial Analyst
David is a Financial Analyst at Sunpointe Investments, where he leads the firm’s business process automation including designing and deploying agents using Microsoft Copilot Studio and automating workflows with Microsoft Power Automate. He conducts portfolio performance analysis and asset allocation reviews using Addepar, and prepares customized analytics reports for the firm’s high-net-worth and family office clients.
David holds an MS in Finance – Wealth and Asset Management from Washington University in St. Louis and a BA in Economics from the University of Wisconsin-Madison. During graduate school, he served as Vice President of the Specialized Master Program Council and Student Ambassador of the Specialized Master Program at Washington University in St. Louis.
Outside of the office, David enjoys basketball and running.
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®
Insights
Jack Dwyer Discusses Legacy Planning with Aligned Money podcast
Confirmation Bias – Hearing Only What She Wanted to Hear
Markets Run Hot as Economic Risks Simmer
