Michael is the Founder and Chief Investment Officer at Sunpointe Investments. He combines the analytical rigor required to focus Sunpointe’s investment philosophy, with the personal humility and humanity of his work in behavioral finance. Beyond the CIO role, Michael works directly with Family Office and Wealth Management clients to align complex investment strategies with multigenerational planning needs.

Michael’s educational awareness and behavioral insights have shaped his finance industry career over 25+ years. Michael earned his MBA in Finance from Tulane University and a B.S. in Management from the University of New Hampshire. He has held advisory positions within Merrill Lynch, PNC Private Bank, and a Single-Family Office, has held leadership positions within Mercer Investment Consulting, all while authoring 5 Behavioral Finance-themed books, and regularly speaking at conferences.

Outside of Sunpointe, you can find Michael watching and coaching youth sports and playing competitive tennis. Along with a family of three teenagers, he has two actively managed poodles and 6 passively managed guitars.