Sunpointe Investments Employee Directory

Q: What is Sunpointe Investments known for?

Sunpointe Investments was founded in 2016. Sunpointe Investments operates in the Investment Management industry.

Q: How many employees does Sunpointe Investments have currently?

Sunpointe Investments has approximately 20 employees.

Investment ManagementUnited States11-50 Employees

Our mission is to help families connect financial decisions to their values, ensuring every generation is empowered, educated, and aligned. Whether saving for college, launching a new venture, or preparing heirs, we believe true wealth planning starts with purpose.

Through multigenerational meetings, custom financial education, and intentional planning, we help your family articulate its vision, build unity, and take meaningful action together. 

Sunpointe, LLC (Sunpointe Investments) is a registered investment advisor. Sunpointe provides investment advisory and related services for clients nationally. Sunpointe Investments  will maintain all applicable registration and licenses as required by the various states in which it conducts business. For additional information, please visit our website at SunpointeInvestments.com.

Find Sunpointe Investments employees' phone numbers or email addresses

Sunpointe Investments Global Highlights

North America
23

United States Of America
23

Sunpointe Investments's Leadership

B. T.
Vice President Of Financial Planning And Private Wealth Advisor
Mobile Phone
Email
J. D.
President
Mobile Phone
Email
M. M. P.
Founder And Chief Investment Officer
Mobile Phone
Email
L. B.
Senior Investment Associate And Director Of Research
Mobile Phone
Email
D. N.
Managing Director, Family Wealth Advisor
Mobile Phone
Email
M. Z.
Managing Director & Private Wealth Advisor
Mobile Phone
Email
R. H. M.
Managing Director
Mobile Phone
Email
R. H.
Managing Director, Private Wealth Advisor
Mobile Phone
Email

Contact profiles from Sunpointe Investments

Name

Title

Contact Info

Location

Last Update

C. K.
Analyst
Mobile Phone
Email
United StatesMissouri
Oct 18, 2025
K. K.
Portfolio Associate
Mobile Phone
Email
United StatesMissouri
Sep 10, 2025
C. W.
Investment Committee
Mobile Phone
Email
United StatesMichigan
Oct 26, 2025
L. K.
Wealth Management Client Associate
Mobile Phone
Email
United StatesMassachusetts
Oct 18, 2025
S. Z.
Analyst And Associate
Mobile Phone
Email
Oct 17, 2024
A. S.
Mobile Phone
Email
UNITED STATES
Mar 07, 2023

Frequently Asked Questions

What is Sunpointe Investments known for?

Sunpointe Investments was founded in 2016 operates in the Investment Management industry. The company's main headquarters is located in 8301 Maryland Avenue, Suite 300 St Louis, MO 63105, US. Explore Sunpointe Investments's company overview page for more information.

What is Sunpointe Investments's most common email format?

Sunpointe Investments employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Sunpointe Investments email formats with LeadIQ.

How many employees does Sunpointe Investments have currently?

Sunpointe Investments has approximately 20 employees as of October 2025. These team members are located across 1 continents, including North America.

Who are Sunpointe Investments's key employees and leadership?

As of October 2025, Sunpointe Investments's key employees include:

Vice President Of Financial Planning And Private Wealth Advisor: B. T.
President: J. D.
Founder And Chief Investment Officer: M. M. P.
Senior Investment Associate And Director Of Research: L. B.
Managing Director, Family Wealth Advisor: D. N.

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