Sunpointe Investments

Robert Mooney III is a financial advisor at Sunpointe Investments with 31 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at UBS Financial Services Inc. and Citigroup Global Markets. Mooney is also a licensed insurance agent involved in insurance sales and implementation. Sunpointe Investments serves individuals, high-net-worth clients, trusts, estates, charitable organizations, business entities, and retirement plans, offering portfolio management, financial planning, and family-office services. The firm employs a long-term investment approach that blends active and passive strategies and utilizes both fundamental and behavioral analysis across diverse asset classes.

Angela Pompian is a financial advisor at Sunpointe Investments in St. Louis, MO, holding a Series 65 designation with seven years of industry experience. She has been with Sunpointe LLC since 2016. Sunpointe provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, business entities, and retirement plans. The firm’s approach combines behavioral and fundamental analysis to construct diversified portfolios, blending active and passive strategies with an emphasis on long-term investment and investor behavior management.

Kyle Neese is a CFA® charterholder with nine years of industry experience. He is currently with Sunpointe Investments, where he has worked since 2026, after spending nine years at Wells Fargo Advisors. Sunpointe Investments provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, business entities, and retirement plans. The firm employs a long-term investment approach that combines active and passive strategies, uses fundamental and behavioral analysis, and offers family-office services along with diversified portfolio management across public and alternative asset classes.

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 affiliated with John Wiley and Sons. Sunpointe Investments provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, and retirement plans, using a long-term approach that combines fundamental and behavioral analysis with both active and passive strategies.

Ryan Heidenreich is a CFP® with 17 years of industry experience. He currently works at Sunpointe Investments and previously spent 16 years at American Century Investment Services Inc. and 7 years at American Century Investments Private Client Group, Inc. Sunpointe Investments provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, business entities, and retirement plans. The firm’s approach combines fundamental and behavioral analysis, blends active and passive strategies, and offers family-office services along with diversified portfolio management across public and alternative asset classes.

Kevin Kaleta is a financial advisor with Sunpointe Investments in St. Louis, MO, holding a Series 65 designation and one year of industry experience. His prior work includes roles at Moneta Group Investment Advisors, Wells Fargo Bank, and Northwestern Mutual Life Insurance Company. Outside of finance, he was involved with Sugar Smokehouse for six years. Sunpointe Investments provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, business entities, and retirement plans. The firm employs a long-term investment approach combining active and passive strategies, fundamental and behavioral analysis, and offers family-office services alongside diversified portfolio management.

Matthew Zeigler is a Series 66-licensed financial advisor with 18 years of industry experience. He has worked at Sunpointe Investments since 2022 and previously spent over a decade at Bank of America and Merrill Lynch. Sunpointe Investments offers investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, business entities, and retirement plans. The firm employs a long-term investment approach that blends active and passive strategies, incorporates fundamental and behavioral analysis, and provides family-office services including philanthropy and consolidated performance reporting.

Benjamin Tuscai is a CFP® with 11 years of industry experience, currently serving as an advisor at Sunpointe Investments since 2023. Prior to joining Sunpointe, he worked at The Vanguard Group for eight years. Sunpointe Investments provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, business entities, and retirement plans. The firm employs a long-term investment approach that combines fundamental and behavioral analysis, blending active and passive strategies while offering a range of services including family-office support and consolidated performance reporting.

John Dwyer is a CFA charterholder with 21 years of experience in the financial industry. He has worked at Sunpointe Investments since 2017 and previously held roles at MMC Securities Corp. and Mercer. Dwyer also serves as Vice President and President of the CFA Society of St. Louis. Sunpointe Investments provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, business entities, and retirement plans. The firm employs a long-term investment approach combining active and passive strategies, diversified across public and alternative asset classes, and offers family-office services along with consolidated performance reporting.

Lisa Green is a financial advisor with Sunpointe Investments in Bryn Mawr, PA, holding Series 63, 65, and 66 licenses and having 11 years of industry experience. She has worked at Sunpointe since 2019 and has been involved with RDA Ventures, a family office where she assists as a financial analyst in managing the overall investment portfolio. Her prior experience includes roles at Credit Suisse Securities and Pershing LLC. Sunpointe Investments provides advisory and planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, business entities, and retirement plans. The firm follows a long-term investment approach that integrates behavioral and fundamental analysis, blending active and passive strategies, and offers family-office services and consolidated performance reporting.

Lee Boudouris is a financial advisor at Sunpointe Investments in St. Louis, MO, holding a Series 65 designation with five years of industry experience. Prior to joining Sunpointe in 2021, he worked at Mercer Investment Consulting LLC for six years. Sunpointe Investments provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, business entities, and retirement plans. The firm employs a long-term investment approach that blends active and passive strategies, emphasizes behavioral and fundamental analysis, and offers family-office services alongside diversified portfolio management.