SAN FRANCISCO--(BUSINESS WIRE)--Bailard, an independent, values-driven wealth and investment management firm in the San Francisco Bay Area, has expanded its expertise in serving ultra-high-net-worth clients and investors with 22-year wealth industry veteran, Janet Walker. Walker will be responsible for developing and implementing investment strategies for clients across Bailard, including multi-generational ultra-high-net-worth clients.
“Bailard is committed to serving our clients with the industry’s best expertise,” said Michael Faust, CFA, Bailard’s President of Wealth Management. “Janet’s expansive experience in developing and delivering innovative, customized portfolios will bolster Bailard’s exceptional client service, comprehensive wealth management offering, and specialized, multi-asset class portfolios.”
Prior to Bailard, Janet spent 22 years with Wells Fargo, most recently in the San Francisco office of Abbot Downing, Wells Fargo’s boutique ultra-high-net-worth firm. In this role, Janet was Managing Director and Senior Portfolio Manager where she managed over $5 billion in multi-asset class portfolios for ultra-high-net-worth clients.
“Bailard’s leadership, award-winning woman-led culture, and dedication to its clients stood out,” said Walker. “I look forward to the tremendous opportunity to grow the firm while focusing on the unique needs of high-net-worth and ultra-high-net-worth clients that bring together investment strategies, family dynamics, planning and trust services.”
Janet has demonstrated extensive leadership and advocacy for diversity, equity and inclusion. While at Wells Fargo Janet led the Wealth & Investment Management Diversity, Equity and Inclusion (DE&I) Council initiative for employee development. She has bolstered those passions by giving back to her community through financial literacy and investment education with the Wall Street Wizards Academy and serving on the board of directors for the Piedmont East Bay Children’s choir. In addition, she has mentored and advised a globally diverse group of students from the University of the Pacific Eberhardt School of Business on equity investing and global markets.
Bailard CEO Sonya Mughal, CFA, shared that, “Not only does Janet have deep expertise in providing the client service and investment portfolios Bailard is known for, she is also dedicated to the causes our firm is committed to including bolstering financial literacy and the industry’s diversity and inclusion efforts. We are beyond thrilled to welcome Janet to the team. She makes an excellent addition as a colleague and will have an immediate impact on serving clients with her depth of asset management experience.”
Janet earned her bachelor’s degree in molecular biology with a minor in chemistry from San Francisco State University. She is a CFA charterholder and a member of the CFA Institute and the CFA Society of San Francisco.
About Bailard, Inc.
With over 50 years of experience, Bailard is an independent wealth and investment management firm that combines proven, proprietary methodologies with innovative new strategies to drive success for clients. For individuals and institutions alike, Bailard proudly serves as a trusted partner focused on achieving long-term results aligned with client values and goals. An independent firm since our founding in 1969, we stand committed to our values and, most importantly, our clients. With nearly $5 billion AUM as of March 31, 2021, Bailard’s high-touch client service and proven track record are grounded in the firm’s core values of accountability, compassion, courage, excellence, fairness, and independence. To learn more about Bailard, please visit: https://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.