Bailard Appoints Director of Estate Strategy

David Jones joins to strengthen and lead wealth management estate planning services

FOSTER CITY, Calif. – June 18, 2020 – Bailard, an independent values-driven wealth and investment management firm in the San Francisco Bay Area, is pleased to announce that David Jones has joined the firm as Senior Vice President and Director of Estate Strategy. In this role, he will focus on helping clients develop integrated estate and philanthropic strategies in concert with their other professional advisors. Dave brings an extensive background working with high net worth individuals and families as an estate planning attorney, wealth manager, and philanthropic advisor. He previously held roles advising donors at the University of Texas, and before that shaped philanthropy and estate planning strategy at a multi-family office at Merrill Lynch Private Banking and Investment Group.

“Dave’s unique experience and expertise serving high net worth families across multiple disciplines has greatly enhanced and deepened our planning services for our clients since we began our consulting relationship with him in 2017,” said Michael Faust, Bailard’s Director of Wealth Management. “Dave understands that our clients’ success is our success, and he has already played a critical role in ensuring that remains true. We’re thrilled to have him join us full time to expand our existing offerings around estate planning and philanthropy.”

This new hire reflects Bailard’s continual effort to expand the level of service for its clients. The firm’s full-service offering goes beyond traditional stocks and bonds to proprietary niche investment strategies, tax-aware investing, financial planning, ESG/SRI investing, and now a dedicated and experienced resource for estate planning and philanthropy.

“I’m excited to join full-time at Bailard, a firm steeped in its values as reflected by this year’s multiple recognitions as a best place to work. I’ve always been drawn to Bailard’s culture and commitment to its clients and employees,” said David Jones. “I look forward to meeting and supporting even more clients during a time of global uncertainty, and helping them create plans that support their financial and philanthropic goals.”

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 $3.4 billion AUM as of March 31, 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://bailard.com/.*

For more information about Bailard, Inc., please visit www.bailard.com or contact Mike Faust, Executive Vice President and Director of Wealth Management at (650) 571-5800.

Neither Bailard, Inc. nor any employee of Bailard is a tax or legal professional and thus cannot and does not give tax or legal advice; our advice in these areas is holistic and conceptual. Please consult your tax or legal professional for any specific, personal tax or legal questions.

* 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. The application of various environmental, social and governance screens as part of a socially responsible investment strategy may result in the exclusion of securities that might otherwise merit investment, potentially resulting in higher or lower returns than a similar investment strategy without such screens.