Joanne Howard Joins Bailard

– Howard joins from Allianz Global Investors

– Howard brings exceptional investment industry expertise and will serve as Senior Vice President

FOSTER CITY, Calif.–(BUSINESS WIRE)–Bailard, an independent, values-driven wealth and investment management firm in the San Francisco Bay Area, has expanded its ranks with the recent hire of Joanne Howard as Investment Counselor and Portfolio Manager. With over 50 years of investment industry expertise, Howard will focus her efforts on developing and implementing investment strategies and working with select ultra-high-net-worth clients of Bailard.

“As an esteemed industry veteran, we’ve held Joanne in high regard for a long time,” said Michael Faust, CFA, Executive Vice President and Bailard’s Director of Wealth Management. “I have no doubt that her skill as a portfolio manager, particularly in the health care sector, paired with her remarkable client service will bolster the Bailard team.”

Prior to Bailard, Joanne was a Senior Vice President and a Managing Director with Allianz Global Investors, which she joined in 1992. At Allianz, she held portfolio management responsibilities with the U.S. Large Cap Core Equity team and was the Chief Investment Officer of the Private Client Group in San Francisco. Before Allianz, Joanne was also a managing director at Scudder, Stevens & Clark, where she was a senior member of the Scudder quality growth equity-management team; and previously held roles with American Express Investment Management, ISI Corporation, First National Bank of Chicago, and CNA Financial. Joanne has a BBA, Phi Beta Kappa, and an MBA in finance both from the University of Wisconsin –Madison. She is a CFA charterholder, a member of the CFA Society of San Francisco, and a member of the Financial Women’s Association of San Francisco.

“It was an easy decision to join Bailard,” said Joanne. “They exhibit such a strong commitment to serving their clients and upholding their values, each and every day. I look forward to contributing to the company’s success and continued growth.”

Bailard CEO Peter Hill shared that, “bringing Joanne on board is an excellent reflection of Bailard’s dedication to retaining the best and brightest. Her phenomenal research expertise and portfolio management are no exception. We are always working to build a team comprised of those with intellectual curiosity, compassion for others, and a passion for excellence.”

About Bailard Inc.

With over 50 years of experience, Bailard is a values-driven wealth and investment management firm. 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 $4.4 billion AUM as of December 2020, 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.

Contacts

Emma Clarke

Vested for Bailard

bailard@fullyvested.com
973 735 3525