Sunpointe Investments

Robert Mooney is a financial advisor at Sunpointe Investments with 31 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at UBS Financial Services Inc. for 16 years. Outside of advisory work, he is a licensed insurance agent involved in insurance sales and implementation. Sunpointe Investments serves individuals, trusts, estates, charitable organizations, business entities, and retirement plans, offering family office and ultra-high-net-worth advisory services. The firm employs a behavioral management approach to portfolio construction, blending active and passive strategies across traditional and alternative asset classes, and provides comprehensive performance reporting for its clients.

Angela Pompian is a financial advisor at Sunpointe Investments in St. Louis, MO, holding a Series 65 designation with six years of industry experience. She has been with Sunpointe LLC since 2016. Sunpointe serves individuals, trusts, estates, charitable organizations, business entities, and retirement plans, offering family office and ultra-high-net-worth advisory services. The firm’s investment approach combines behavioral management with medium- to long-term asset allocation, utilizing both active and passive strategies across traditional and alternative asset classes.

Kyle Neese is a CFA® charterholder with eight years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing in St. Louis, MO. He has been with Wells Fargo Clearing Services LLC since 2017 and previously worked at Wells Fargo from 2014 to 2017. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Michael Pompian is a CFP® and CFA® with 16 years of industry experience, currently serving at Sunpointe Investments since 2016. He is also an author with John Wiley and Sons, contributing outside of trading hours. Sunpointe Investments serves individuals, trusts, estates, charitable organizations, business entities, and retirement plans, offering services including portfolio management, financial planning, and family office coordination. The firm employs a behavioral management investment approach with a blend of active and passive strategies across traditional and alternative asset classes.

Ryan Heidenreich is a CFP® with 17 years of industry experience. He is currently with Sunpointe Investments, where he has worked since 2024. Prior to joining Sunpointe, he spent 16 years at American Century Investment Services Inc. and its Private Client Group. Sunpointe Investments serves individuals, trusts, estates, charitable organizations, business entities, and retirement plans, offering services that include portfolio management, financial planning, and family office coordination. The firm employs a blended active/passive investment approach focused on behavioral management and diversified portfolios across traditional and alternative asset classes.

Kevin Kaleta is a financial advisor at Sunpointe Investments in St. Louis, MO, holding a Series 65 designation with experience beginning in 2022. His prior roles include positions at Moneta Group Investment Advisors, Wells Fargo Bank, and Northwestern Mutual Life Insurance Company. Outside of financial services, he was involved with Sugar Smokehouse for six years. Sunpointe Investments serves individuals, trusts, estates, charitable organizations, business entities, and retirement plans, including family office and ultra-high-net-worth clients. The firm employs a blended active and passive investment approach focused on behavioral management and diversified portfolios across traditional and alternative assets, managing over $559 million for 236 client relationships.

Matthew Zeigler is a financial advisor at Sunpointe Investments with 17 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill Lynch. Zeigler has been with Sunpointe since 2022. Sunpointe Investments serves individuals, trusts, estates, charitable organizations, business entities, and retirement plans, including family office and ultra-high-net-worth advisory services. The firm employs a blend of active and passive strategies across traditional and alternative asset classes, emphasizing behavioral management and diversified portfolio construction.

Douglas Nelson is a financial advisor with Sunpointe Investments in Portsmouth, NH, holding a Series 66 designation and 25 years of industry experience. His prior roles include nine years at Wells Fargo Advisors and current managing director duties at Sunpointe Investments. Outside of finance, he is a 50% owner of New Hampshire Fine Art LLC, an art-dealing business. Sunpointe Investments serves individuals, trusts, estates, charitable organizations, business entities, and retirement plans, offering family office and ultra-high-net-worth advisory services. The firm employs a behavioral management approach with a blend of active and passive strategies, managing over $559 million in assets across 236 client relationships.

Benjamin Tuscai is a CFP® with 10 years of industry experience, currently serving as an advisor at Sunpointe Investments since 2023. Prior to joining Sunpointe, he worked for eight years at The Vanguard Group, Inc. Sunpointe Investments serves individuals, trusts, estates, charitable organizations, business entities, and retirement plans, offering family office and ultra-high-net-worth advisory services. The firm employs a blended active and passive investment approach focused on behavioral management and diversified portfolios across traditional and alternative asset classes.

John Dwyer is a CFA® charterholder with 21 years of industry experience. He has worked at Sunpointe Investments since 2017, following roles at MMC Securities Corp. and Mercer. He serves as Vice President and President of the CFA Society of St. Louis. Sunpointe Investments serves individuals, trusts, estates, charitable organizations, business entities, and retirement plans, providing family office and ultra-high-net-worth advisory services. The firm employs a blended active/passive investment approach focused on behavioral management and diversified portfolios across traditional and alternative asset classes.

Lisa Green is a financial advisor at Sunpointe Investments with 10 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations and has worked at Sunpointe since 2019. In addition to her role at Sunpointe, Green provides financial analysis and investment portfolio management support for her family office through RDA Ventures. Sunpointe Investments serves individuals, trusts, estates, charitable organizations, business entities, and retirement plans, offering services that include discretionary and non-discretionary portfolio management, financial planning, and family office coordination. The firm’s investment approach combines behavioral management with a mix of active and passive strategies, constructing diversified portfolios across traditional and alternative asset classes, and serving a client base with approximately $559 million in assets under management.

Lee Boudouris is a financial advisor at Sunpointe Investments with five years of industry experience. He holds a Series 65 designation and previously worked at Mercer Investment Consulting LLC for six years. Lee is based in St. Louis, MO. Sunpointe Investments serves individuals, trusts, estates, charitable organizations, business entities, and retirement plans, offering family office and ultra-high-net-worth advisory services. The firm employs a blended active/passive investment approach focused on behavioral management and diversified portfolios across traditional and alternative asset classes.