Investment experience: 7 years; 5 years with firm

Maureen works closely with investment counselors, clients, and service providers to support our private clients, MY-FLEX® accounts and Bailard’s technology exchange fund. Prior to joining the firm in 2003, she worked as an associate for Scudder Investments in Chicago. In 2000, she earned a B.S. in the mathematics of finance at the University of Michigan. Maureen is currently pursuing the CFP designation and, in her spare time, enjoys traveling, home remodeling projects and gardening.