Lena McQuillen

Director Of Financial Planning at Bailard, Inc.

Lena McQuillen has worked for Bailard, Inc. since 2020, starting as a Portfolio Associate and currently holding the position of Director of Financial Planning. Prior to this, they worked at Wells Fargo Private Bank for 13 years, from 2007 to 2020, serving as an Investment Manager specializing in Social Impact Investing.

Lena McQuillen earned a Bachelor of Science (BS) degree in Business Administration, with a concentration in Accounting, from California State University-Dominguez Hills in 2001.

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