Robert H. Mooney, III, CPM® — CEO
I work with the unhidden self. Once it emerges, my work becomes structural, removing pressure so it doesn’t have to defend itself. I design financial systems that compound without vigilance, urgency, or the need to be right all the time. For business owners and families who want growth that doesn’t break the human. My email is rob@sunpointeinvestments.com 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.
Stackforce AI infers this person is a Wealth Management expert with a focus on sustainable financial systems.
Location: St Louis, Missouri, United States
Experience: 35 yrs 11 mos
Skills
- Wealth Management
- Portfolio Management
Career Highlights
- Expert in designing sustainable financial systems.
- Focus on human-centered growth for businesses.
- Extensive experience in wealth and portfolio management.
Work Experience
Sunpointe Investments
Managing Director (1 yr 1 mo)
UBS
Senior Vice President - Wealth Management - Senior Portfolio Manager - Portfolio Management Program (17 yrs 1 mo)
Senior Vice President - Wealth Management (17 yrs 1 mo)
Smith Barney
Financial Planning Specialist - Portfolio Manager (14 yrs 6 mos)
Yale Alumni Fund
Associate Director (2 yrs 3 mos)
U.S. Navy
Commodore's Writer (2 yrs)
Education
at Tulane University
