Lena McQuillen

I am a Portfolio Associate and member of the Financial Planning team at Bailard, Inc. I implement investment strategies, maintain client relationships and handle client financial planning needs.

Prior to joining Bailard, I was an investment manager for Wells Fargo Private Bank in El Segundo, California. I managed equity, REIT and fixed income assets for trusts, non-profit and high net worth clients. I was responsible for providing comprehensive investment management including asset allocation, tax management, investment of assets and implementation of social screens to client portfolios.

Prior to joining Wells Fargo, I was a portfolio manager and CFP® practitioner for Nelson Capital Management (a wholly owned subsidiary of Wells Fargo), with a focus on helping clients meet their life goals through retirement, investment, cash flow and education planning. I also supported the firm’s research in mutual funds and served as a back-up in trading and operations.

Prior to joining Nelson Capital in 2007, I worked at Charles Schwab for eight years servicing clients and supervising staff. I have been in the financial industry for more than 18 years.

I graduated Magna Cum Laude from California State University Dominguez Hills, receiving my B.S. in Business Administration – Accounting.

I have been a CERTIFIED FINANCIAL PLANNER™ since 2004.