FOSTER CITY, Calif.--(BUSINESS WIRE)--Bailard, Inc. (http://www.bailard.com) is pleased announce that Louise Model has joined the firm as Vice President and Business Development Officer. In her role, she will focus on Bailard’s successful referral partnerships as well as identifying and developing a wider scope of high net worth relationships in the San Francisco Bay Area. Louise comes to Bailard with an extensive background spanning 25 years in the financial services industry, including 10 years with real estate securities manager Kensington Investment Group as Vice President of Capital Markets and as a Financial Consultant.
“Louise’s wealth of experience and industry knowledge makes her a key addition to the Bailard family,” said Mike Faust, Director of Wealth Management. “Our interest in driving the firm’s growth led us to expand our team with someone who fits in with our ethos of high client service and strong integrity, and we’re fortunate to find someone of Louise’s caliber to fulfill the role.”
“It’s a privilege to be part of such a well-respected firm and I look forward to working with the wealth management group to strengthen their extensive existing partnerships as well as forge new relationships in the wealth management arena,” said Louise. “Their culture, level of commitment to client service and innovative investment management capabilities are what attracted me to the firm. I am excited to have the opportunity to contribute to their growth and success.”
About Bailard, Inc.
Founded in 1969, Bailard is a majority employee-owned institutional asset management and wealth advisory firm, entrusted with $3.9 billion in assets under management and 67 employees as of December 2017. Headquartered in Foster City, California with a second satellite office in San Francisco, California, Bailard’s core values comprised of openness, fairness, excellence and courage sustain Bailard’s reputation for client retention and employee allegiance.
Bailard Wealth Management, a division within Bailard, provides investment advisory and financial planning services to investors seeking multi-asset diversification, including a dedicated socially responsible investing service. Bailard Institutional, a separate division within Bailard, is a discretionary institutional asset manager that offers single asset class strategies ranging from long-only equity and fixed income strategies to alternative strategies and private real estate.*
For more information about Bailard, Inc., please visit www.bailard.com.
* All investments involve a risk of loss. There is no guarantee any strategy will achieve its objectives. Bailard will not offer advice in any jurisdiction where it is prohibited from doing so. Real estate and alternative investments have significant specific risks and are not appropriate for all investors.
