Dan McKellar, CFA®, serves as Senior Vice President of International Equities at Bailard, Inc. and as a portfolio manager of Bailard's international equity strategies. Dan's 15 years of experience in dynamic, complex and ever-evolving markets fuel his belief that an agile, well-rounded approach is key to meeting investment goals.
To this end, he leads the Bailard international equity team's quantitative research in country and security selection, while also collaborating closely with analysts to bridge quantitative and fundamental insights that collectively determine strategy implementation.
Dan received his Chartered Financial Analyst® designation in 2014. He holds a master's degree in Financial Mathematics from Stanford University and bachelor's degrees in Business Administration and Mathematics from Wilfrid Laurier University and the University of Waterloo, respectively.
Independent and majority employee-owned, Bailard is a values-driven asset and wealth management firm based in the San Francisco Bay Area since 1969.
Phone: 650-571-5800 | Email: info@bailard.com | Website: bailard.com
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