Compass Point adds David Kunz to institutional sales team

By AI, Created 6:11 PM UTC, May 26, 2026, /AGP/ – Compass Point has expanded its institutional sales team with the addition of David Kunz, a capital markets veteran who will work from the firm’s Charleston office and report to Head of Institutional Equities Thomas Pitcher. The hire is aimed at strengthening client relationships and supporting growth across Compass Point’s institutional platform.

Why it matters: - Compass Point is adding senior sales experience as it looks to deepen client coverage across its institutional platform. - The hire brings background in equity research sales, special situations, venture capital and financial technology. - The move supports Compass Point’s broader middle-market investment banking and trading business.

What happened: - Compass Point added David Kunz to its Institutional Sales Team. - Kunz will be based in the firm’s Charleston, South Carolina office. - Kunz will report to Thomas Pitcher, Head of Institutional Equities. - The firm announced the expansion on May 26, 2026.

The details: - Kunz joined Compass Point from Monness, Crespi, Hardt, where he was Managing Director and Co-Lead of Special Situations. - He previously served as a General Partner at Hall Venture Partners, a family office-sponsored venture capital fund. - Kunz also was Chief Executive Officer of ShareNett Holdings, a private placement technology platform built to help family offices share investment opportunities, diligence and expertise. - Earlier in his career, Kunz was Managing Director and Head of Equity Research Sales at Monness, Crespi, Hardt, DeMatteo Monness and at Instinet. - In those roles, he built and led institutional sales organizations serving investors and corporate clients. - Compass Point said Kunz will focus on expanding client relationships and driving growth across the institutional platform. - Thomas Pitcher said Kunz’s experience across institutional sales, capital markets and strategic business development makes him an exceptional addition to the team. - Pitcher also said Kunz’s industry relationships and entrepreneurial approach will strengthen the sales platform and support continued growth.

Between the lines: - Compass Point appears to be leaning on experienced hires to scale its sales coverage rather than building entirely new functions. - Kunz’s mix of sell-side, venture and fintech experience suggests the firm wants broader reach with institutional and specialty clients. - The Charleston base may also reinforce Compass Point’s geographic footprint beyond Washington, D.C.

What’s next: - Kunz is expected to spend his time growing client relationships and supporting the firm’s institutional sales effort. - Compass Point’s brokerage and investment banking services continue to operate through Compass Point Research & Trading, LLC, a FINRA and SIPC member. - More information is available on the company’s website. - The firm also maintains a LinkedIn page.