Who's Moving Where In Wealth Management? - Bailard, Kickstand, LPL, Others

Editorial Staff

8 July 2021

, a US wealth and investment firm in San Francisco Bay Area, has appointed Janet Walker, a figure with 22 years in the sector.

Walker will develop and implement investment strategies for clients across Bailard, including multi-generational ultra-high net worth clients.

Before joining this firm, Walker worked at Wells Fargo, most recently in the San Francisco office of Abbot Downing, Wells Fargo’s business catering to UHNW individuals (since re-named). In this role, she was managing director and senior portfolio manager. (In March Wells Fargo rebranded its Abbot Downing business to move under the Wells Fargo Private Bank brand.)

“Bailard’s leadership, award-winning woman-led culture, and dedication to its clients stood out,” Walker said.

While at Wells Fargo, Walker led the Wealth & Investment Management Diversity, Equity and Inclusion (DE&I) Council initiative for employee development. She has worked in areas such as financial literacy and investment education with the Wall Street Wizards Academy and served 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.

Walker 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.

Bailard oversees almost $5 billion of assets under management, as of the end of March.

Whitlock, Ameriprise
, the New York-listed group, announced this week that financial advisor Joseph F Myer has joined its broker-dealer, corporate registered investment advisor and custodial platforms. He is aligned with Gladstone Wealth Partners, an enterprise supporting LPL-affiliated advisors. Myer reported having served approximately $250 million in advisory, brokerage and retirement plan assets, and joins LPL from Merrill Lynch.

After spending the first two decades of his career at Wall Street firms, Myer chose to move to LPL and Gladstone to launch his new independent practice, Veritas Capital Management.