Head of Reporting

Paul Schulz

Email Paul View LinkedIn Profile

Paul is responsible for leading the performance analysis department for Sunpointe and has spent his entire career measuring, monitoring, and providing due diligence for client investments. He joined Sunpointe because of his desire to help families simplify their lives and enable them to achieve their financial goals. Paul graduated from the University of Dayton where he majored in Finance and Operations Management. During his time there he was hand-selected to manage the Flyer Investment Fund, a $22 million portfolio within the University’s endowment. Upon graduation, he immediately began working with Sunpointe’s core team and has spent his entire career working alongside this tight-knit group. He is also a level 3 candidate in the CFA program.  In his spare time, Paul enjoys going to the lake, traveling to national parks, and cooking at home.

Paul Schulz
additional bios