SVP, Investment Counselor and Portfolio Manager
Joanne joined Bailard in 2021 as a Senior Vice President, Investment Counselor, and Portfolio Manager. In her role as an Investment Counselor, her responsibilities include developing and implementing investment strategies for individual clients and maintaining client relationships. In her role, Joanne manages her clients’ quality growth equity portfolios with attention to income tax consequences and ESG issues.
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. Before that, she was a Manager of the Equity Mutual Fund at American Express Investment Management and the Director of Research at ISI Corporation. She is a past president of the CFA Society of San Francisco and the Financial Women's Association of San Francisco. Joanne holds a B.B.A., Phi Beta Kappa, from the University of Wisconsin and an MBA in finance from the University of Wisconsin. In addition, she is a CFA charterholder. In her spare time, Joanne enjoys cheering on the Wisconsin Badger football and basketball teams, playing bridge, analyzing theatre, nurturing her grandchildren, and watching the Canadian television series, Heartland.