Investment experience: 11 years; 11 years with firm

Romy joined Bailard in 1997. Her current responsibilities include implementing investment strategies, financial planning, and maintaining client relationships. She is also responsible for the MY-FLEX® accounts. Romy received her BA in sociology from the University of Washington in 1995 and earned her Certified Financial Planner® designation in 2002. She enjoys traveling, hiking, running, and reading.