Bailard, Inc.
Daniel McKellar's work experience is as follows:
- Bailard, Inc.
- Senior Vice President (April 2021 - Present)
- Vice President (April 2015 - March 2021)
- Quantitative Analyst (January 2011 - March 2015)
- Bailard, Inc. (Quant Research Intern) (June 2010 - August 2010)
- Deutsche Bank Securities (Trading Assistant - Rates Trading Group)
- May 2009 - August 2009
- May 2008 - August 2008
- Navigant Consulting (Project Consultant) (January 2007 - April 2007)
- Nemak (Financial Analyst) (January 2006 - April 2006)
Daniel McKellar completed their education in a chronological order. Daniel began their studies at the University of Waterloo in 2004 and graduated in 2009 with a Bachelor of Mathematics degree, focusing on Financial Mathematics. Simultaneously, from 2004 to 2009, they also pursued a Bachelor of Business Administration degree with a Finance Concentration at Wilfrid Laurier University. Subsequently, they enrolled at Stanford University in 2009 and graduated in 2010, obtaining a Master of Science degree in Financial Mathematics. In 2014, they earned the designation of Chartered Financial Analyst (CFA) Charterholder from the CFA Institute.
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Bailard, Inc.
Founded in 1969, Bailard is an independent, values-driven asset and wealth management firm serving individuals, families, and institutions alike. Bailard has built a long‐term asset management track record across domestic and international equities, fixed income, and private real estate, as well as robust, in-house ESG expertise. Committed to its core values of accountability, compassion, courage, excellence, fairness, and independence, Bailard works with clients to align their financial goals with their values. Based in the San Francisco Bay Area with over $5 billion in assets under management as of 12/31/2022, Bailard is a majority employee-owned and women-led firm, is a Principles of Responsible Investing signatory, and has its own private charitable foundation.* *The Bailard Foundation’s board of directors is led by chairwoman Terri Bailard, widow of firm co-founder Tom Bailard, and features friends and employees of Bailard, Inc. Disclosures The information on this LinkedIn Page (the “Site”) is intended for informational, educational, and research purposes only. Nothing on this Site is intended to be, nor should it be construed or used as, financial, legal, tax, or investment advice, or a representation as to the appropriateness or suitability of an investment in a strategy or product. The information contained on this Site is not a complete description of any strategy or product; therefore, it is not and should not be construed as an offer to provide any service, strategy or product. Any link to individual pages are personal pages of an employee and Bailard, Inc. does not endorse, recommend such content of any individual. The information regarding Bailard is directed to U.S. investors only. The information on the Site does not constitute a solicitation in any jurisdiction in which such a solicitation is unlawful or to any person to whom it is unlawful. All investments have the risk of loss. There is no guarantee that Bailard will achieve its objectives.