Doug Nelson

Head of East Coast Office for Family Wealth Firm Sunpointe Investments

Role: Managing Director, Family Wealth Advisor at Sunpointe Investments
Location: Portsmouth, NH, US
LinkedIn followers: 500 followers

General Business & ManagementView LinkedIn profile

About Doug Nelson

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Experience

Managing Director, Family Wealth Advisor
Sunpointe Investments
Jun 2021 — Present

Education

Harvard University
Certificant, Financial Analysis: Professor Robert Shiller
1994
University of New Hampshire
BA

Skills

Tax-Advantages Income Strategies
Multi-Generational Planning
Strategic Planning
Social Media Marketing
Retirement Planning
College Funding Strategies
Fundraising
Wealth Accumulation Strategies
Marketing
Nonprofits
Financial Analysis
Small Business
Philanthropy
Retirement Income Planning
Wealth Preservation Planning
Estate Planning Strategies
Non-Profits
Estate Planning Strategies

Contact information

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Work email
•••••@sunpointeinvestments.com
Personal email
•••••@•••••.com
Direct dial
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Current company

Sunpointe Investments

Investment Management · 21 employees · Founded 2016 · St Louis, Missouri, United States

Sunpointe Investments is an independent, SEC-registered investment advisor and multi-family office headquartered in St. Louis, MO, with offices in Portsmouth, NH. Founded in 2016 by Michael Pompian, CFA®, CAIA®, CFP®, Sunpointe was built on a straightforward conviction: clients deserve the sophisticated investment capabilities of an institutional firm, paired with the personalized attention of a boutique practice. Our name reflects our purpose. Sunpointe shines a bright light of transparency on key aspects of wealth management that are too often left in the dark, including fees and conflicts of interest. We serve high-net-worth individuals, families, and family offices across the United States, helping them gain clarity, comfort, and confidence in their financial future. What sets our approach apart is a deep grounding in behavioral finance. Markets are complex; human behavior is more so. We help clients recognize emotional biases, make sound decisions, and stay on course through periods of volatility when clear thinking matters most. Our team provides integrated wealth management alongside retirement, insurance, tax, business, and estate planning. As plans, markets, and other variables inevitably change, we help our clients evolve with them, keeping focus on what matters most to each client. Sunpointe is committed to building lifelong partnerships grounded in integrity, transparency, and accountability. Outside investors do not own us. Our focus remains solely on our clients\' interests.

sunpointeinvestments.com

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About Doug Nelson

Experience

Managing Director, Family Wealth Advisor

Education

Harvard University

University of New Hampshire

Skills

Find verified contacts for anyone on LinkedIn