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@sunpointeinvestments.com
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Jack Dwyer, Cfa, Caia is listed as Enabling families to achieve their aspirations by guiding them to better decisions. at Sunpointe Investments, a with 9 employees, based in Greater St. Louis, United States. AeroLeads shows a work email signal at sunpointeinvestments.com, phone signal with area code 314, and a matched LinkedIn profile for Jack Dwyer, Cfa, Caia.
Jack Dwyer, Cfa, Caia previously worked as President at Sunpointe Investments and Board Member at Our Lady'S Inn. Jack Dwyer, Cfa, Caia holds Bba, Finance And Business Economics from University Of Notre Dame.
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AeroLeads found 1 current-domain work email signal for Jack Dwyer, Cfa, Caia. Compare company email patterns before reaching out.
I am passionate about helping families and foundations achieve their long-term financial objectives by providing thoughtful and transparent guidance and unparalleled service. I am driven to help investors understand complex issues and be able to focus on those few items that significantly impact investment outcomes. I am a frequent speaker at events hosted by organizations like CFA, Washington University in St. Louis, and other education providers. I help clients stay on track; avoiding the behavioral mistakes that can derail even the most thorough plans.Unique Story: In 2004-5, I deployed to Iraq as the Commander of a 184 soldier Engineer Bridge Company responsible for all military bridging in the southern half of the country. I spent over ten years total in the U.S. Army in various supervisory/management roles.I love giving back to the community and am actively involved in a variety of volunteer organizations:• Current Board member and investment committee chair at Our Lady's Inn (providing pregnant women and their children shelter and hope for a new life)• Current Board member, Past President, 2018 member of the year of the CFA Society St. Louis. • 2018 CFA Institute Global Volunteer of the Year• Current Board member, Past President, 2012 Member of the Year of the Notre Dame Club of St. Louis • Past Alumni Board of Directors of Chaminade College Preparatory School in St. Louis.• Past Finance Committee member at Holy Infant ParishOutside of work, I enjoy spending time with my teenage son and identical twin daughters, traveling internationally (Rome is my favorite European City while the ancient Sumerian city of Ur is the most unique), and playing golf. • University of Notre Dame; BBA in Finance and Business Economics • Olin School of Business at Washington University in St. Louis; MBA • Chartered Financial Analyst (CFA) designation• Chartered Alternative Investment Analyst (CAIA) designationIf you are interested in investment education or a review of your current portfolio, please connect with me here or at jack@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.
Listed skills include Asset Allocation, Investments, Portfolio Management, Investment Advisory, and 32 others.
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Greater St. Louis Area
Sunpointe was founded with one overarching goal: to assemble exceptional research and investment talent to provide thoughtful, clear and transparent advice.As Managing Director of the firm, responsible for providing investing advice that enables family offices and foundations to achieve their financial goals.
Greater St. Louis Area
Our Lady’s Inn (the Agency) is an emergency shelter for pregnant women in crisis, helping them to choose life for their unborn child. The Organization provides pregnant women and their children shelter and hope for a new life through humble acts of love. A woman may come to Our Lady’s Inn at any time during her pregnancy and stay until after the birth of the baby. Upon entering the program, she must commit to an individual self-sufficiency plan which she and a caring staff member develop together. Since 1982, the Agency has provided emergency maternity home shelter to over 6,000 homeless, pregnant women and their children.
Greater St. Louis Area
The CFA Society of St. Louis is as a chapter of the CFA Institute (CFAI). The CFAI is a global organization that awards the Chartered Financial Analyst (CFA) designation to candidates that pass three academically challenging exams and have at least four years of related work experience. The CFAI also leads the investment industry by setting the highest standards for ethics and professional excellence while vigorously advocating for fair and transparent capital markets. The CFA Society of St. Louis’ mission is to "Advance the investment profession by promoting the highest standards of ethical behavior, professional competency and the value of the CFA Charter for the benefit of the community." We have over 800 members, 90% of which hold the CFA designation. • Served as a member of the marketing committee and took over as program chair in 2013.• Coordinated over 20 speaker appearances including the President of the St. Louis Federal Reserve.• Served as President during the 2014-2015 and 2015-2016 Fiscal Years.
Investment Consultant providing advice to ultra high net worth families, Family Offices, and Foundations with respect to investment policy creation, asset allocation, and portfolio construction. Experienced working with families' private foundations.
Oversee the roughly 60 events per year planned by the Notre Dame Club of St. Louis. The Notre Dame Club of St. Louis is a place of welcome, friendship and personal and professional connections for our alumni, Saint Mary's alumnae, and our families and friends. Our club volunteers work hard to offer a variety of activities to appeal to members young and old, including social gatherings, networking, volunteer work, lectures and spiritual growth opportunities.
Investment Consultant providing advice to ultra high net worth families and Family Offices with respect to investment policy creation, asset allocation, and portfolio construction. Experienced working with families' private foundations. Earned the Chartered Financial Analyst (CFA) and the Chartered Alternative Investment Analyst (CAIA) designations.
I commanded the 1438th Multi-Role Bridge Company (MRBC) and took them to Iraq in 2004-2005, and served as a platoon leader in the 220th EN CO, as the aide to the 35th EN BDE Commader, BG Beckette, and as an operations officer at both the 35th EN BDE and 1140th EN BN.
Served as a platoon leader and maintenance officer in 1-63 Armor and as an operations officer for 3d Brigade, 1st Infantry Division in Vilseck, Germany.
Other employees you can reach at sunpointeinvestments.com. View company contacts for 9 employees →
Ryan Heidenreich, Cfp®
Colleague at Sunpointe InvestmentsKansas City, Missouri, United States
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Lisa Kearns
Colleague at Sunpointe InvestmentsWilbraham, Massachusetts, United States
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Doug Nelson
Colleague at Sunpointe InvestmentsPortsmouth, New Hampshire, United States
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Jocelyn Hillis
Colleague at Sunpointe InvestmentsGreater St. Louis, United States
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Matt Zeigler
Colleague at Sunpointe InvestmentsWyoming, Pennsylvania, United States
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Collin Kendra
Colleague at Sunpointe InvestmentsChicopee, Massachusetts, United States
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Ben Tuscai, Cfp®
Colleague at Sunpointe InvestmentsKing Of Prussia, Pennsylvania, United States
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Xiang Li
Colleague at Sunpointe InvestmentsIrvine, California, United States
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Activities and Societies: Army ROTC, Inter-hall football
Activities and Societies: Football
Quick answers generated from the profile data available on this page.
Jack Dwyer, Cfa, Caia works for Sunpointe Investments.
Jack Dwyer, Cfa, Caia is listed as Enabling families to achieve their aspirations by guiding them to better decisions. at Sunpointe Investments.
AeroLeads has found 1 work email signal at @sunpointeinvestments.com for Jack Dwyer, Cfa, Caia at Sunpointe Investments.
AeroLeads has found 1 phone signal(s) with area code 314 for Jack Dwyer, Cfa, Caia at Sunpointe Investments.
Jack Dwyer, Cfa, Caia is based in Greater St. Louis, United States while working with Sunpointe Investments.
Jack Dwyer, Cfa, Caia has worked for Sunpointe Investments, Our Lady'S Inn, Cfa Society Of St. Louis, Mercer Investments, and Notre Dame Club Of St. Lous.
Jack Dwyer, Cfa, Caia's colleagues at Sunpointe Investments include Ryan Heidenreich, Cfp®, Lisa Kearns, Doug Nelson, Jocelyn Hillis, and Matt Zeigler.
You can use AeroLeads to view verified contact signals for Jack Dwyer, Cfa, Caia at Sunpointe Investments, including work email, phone, and LinkedIn data when available.
Jack Dwyer, Cfa, Caia holds Bba, Finance And Business Economics from University Of Notre Dame.
Jack Dwyer, Cfa, Caia is listed with skills including Asset Allocation, Investments, Portfolio Management, Investment Advisory, Fixed Income, Alternative Investments, Asset Management, and Investment Management.
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