Kristine Bailey

Senior Registered Client Associate

Since beginning her career in financial services in 2007, Kristine has steadily proven her value to both the financial advisors she has worked for, and their clients. After graduating from Ohio Wesleyan University with a degree in International Business, she spent over 16 years in sales administration and sales analysis in New York city.

During that time, she also enjoyed a significant tenure in sales administration and analysis management at the headquarters of one of New York’s top cosmetics companies. Kristine’s diversified background, and her significant professional skills, enable her to consistently exceed clients’ needs and expectations. Kristine embodies the core values of Sunpointe Investments in both her dedication to superior client service and her commitment to excellence.

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

Check the background of this investment professional on FINRA’s BrokerCheck.

Kristine Bailey

Senior Registered Client Associate
LinkedIn
Email Kristine
603-255-4500

Let's talk!

Schedule a conversation so we can learn about you.

Who We Serve

Our clients are individuals, families and charitable organizations who are looking for professional guidance in growing, protecting and managing their wealth.

Family Offices

Preserve your family legacy with informed decision-making, effective planning, and comprehensive family education. We help families solve complex financial situations.

Individuals

We will help you better understand the leverage you have with your wealth and assets and how to effectively capitalize, preserve, and sustain your success.

Business Owners

Reduce your risk, capitalize on valuable opportunities, and feel secure with strategic business planning and wealth management.

Our Services

We put you at the center of all we do. We specialize in simplifying complex financial lives, enabling you to feel confident about what comes next for you and your family.

Investment Management

Our intuitive way of designing portfolios allows you to easily understand drivers of risk and return so you can feel confident about your financial life.

Financial Planning

Our planning process, which puts you at the center, incorporates our behavioral finance research and helps you identify and achieve your key financial milestones.

Risk Management

We review your insurance arrangements and make sure you are getting the best coverages for the most efficient prices.

Tax Efficiency

We continuously analyze your portfolio to ensure the taxes are kept low to help compound wealth.

Experienced Fiduciary

Sunpointe Investments was created to guide families, individuals, and institutions to the sound decisions that establish financial security. With deep expertise in behavioral finance and a disciplined approach to financial management, our team strives to protect and enhance your capital. As a fiduciary we are obligated to put your needs above our own, therefore our ultimate goal is your success.

Published Works

Over the past twenty years, Michael has written five books on behavioral finance and emotional investing to help clients make better investment decisions and reach their goals. His latest work below on the left is designed to help individuals recognize and better manage their behavioral investing biases in any stage of life or market environment.

Available on Amazon
Available on Amazon
Available on Amazon
Available on Amazon
Available on Amazon