Robert J. M.

Robert J. M. is a seasoned finance professional currently serving as a Senior Client Associate at Bailard, Inc. since July 2023. With a robust background in client service and financial operations, Robert has held significant roles including Senior Client Service Associate at True Wealth Advisory Group and Senior Financial Associate at Alex. Brown, a Division of Raymond James. Previous experience includes positions at Ameriprise Financial Services, Provident Credit Union, Wells Fargo Advisors, Morgan Stanley, and Charles Schwab. Robert holds an Executive Master of Business Administration from Saint Mary's College of California and a Bachelor of Arts in History from UC Santa Barbara.