FOR IMMEDIATE RELEASE
Rob Mooney Joins Sunpointe Investments’ St Louis Headquarters
The 30-Year industry veteran will lead the firm’s St. Louis private client business
ST LOUIS MISSOURI, USA | April 29, 2025— Sunpointe Investments, a premier wealth management and financial advisory firm headquartered in St. Louis, Missouri, is thrilled to announce the addition of Rob Mooney to our team in Clayton Missouri.
Michael Pompian, the firm’s founder, shared his enthusiasm: “Rob’s addition to the team is a monumental step forward for Sunpointe. His expertise will enable us to assist even more families achieve their aspirations.” Rob Mooney, a seasoned financial industry veteran, will serve as a Managing Director at Sunpointe.
“Over the past nine years, Sunpointe has built a robust national client base from our headquarters in St. Louis,” said Pompian. “With this new expansion, we are poised to extend our investor psychology-based guidance to even more families and continue our growth trajectory. Rob is the ideal leader for this newly expanded team.” Mooney, a 30-year industry professional, brings a wealth of experience from his previous role at UBS. “It’s inspiring to join the Sunpointe team.” said Mooney. “Michael’s a leading voice in the behavioral finance space and I’m excited to provide even more best practices to my clients,” said Mooney. “My clients will benefit from Sunpointe’s open architecture investment platform, expanded investment offerings, sophisticated financial planning tools, cutting-edge technology, and tax-aware planning. Michael’s insights into investor psychology and behavioral finance will be invaluable in keeping clients on track to reach their financial goals.”###
About Sunpointe Investments
Sunpointe Investments is an independent, SEC registered investment advisor committed to building lifelong partnerships with individuals, families, and foundations. Through a team of experts, the firm provides integrated wealth management as well as retirement, insurance, tax, business, and estate planning. Headquartered in St. Louis, the firm was founded in 2016. For more about Sunpointe, please visit sunpointeinvestments.com
