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Kristine Bailey

Senior Registered Client Associate

Kristine is a Wealth Management Client Associate at Sunpointe Investments. She assists clients and their families with administrative and operational tasks, primarily working alongside Doug Nelson. She embodies the core values of Sunpointe in both her dedication to superior client service and her commitment to excellence.

Kristine graduated from Ohio Wesleyan University with a degree in International Business, and spent over 16 years in sales administration and analysis, including work for a top New York cosmetics company. She began her financial services career in 2007 and found her diverse background and professional experiences enabled her to consistently meet and exceed client expectations in various service-oriented environments.

Outside of Sunpointe, Kristine enjoys keeping fit with yoga and the gym, kayaking and hiking. She is an avid gardener tending beds of both flowers and vegetables.

You can expect personal, proactive attention from your dedicated team:

Michael Pompian

Founder, Chief Investment Officer

CFA®, CAIA, CFP®

Jack Dwyer

President

CFA®, CAIA

Douglas A. Nelson

Managing Director & Private Wealth Advisor

Matthew Zeigler

Managing Director & Private Wealth Advisor

Jocelyn Hillis

Director of Operations

Lee Boudouris

Senior Associate

Angela Pompian

Chief Compliance Officer, Investment Advisor

Benjamin Tuscai

VP of Financial Planning & Private Wealth Advisor

Shanglin (David) Zou

Finance Operations Associate

Lisa Kearns

Wealth Management Client Associate

Kristine Bailey

Senior Registered Client Associate

Scarlett Ni

Operations Analyst

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