Profile
Mr. Daniel J.
McKellar, CFA, is a Senior Vice President of International Equities at Bailard, Inc. He is one of three portfolio managers on Bailard's international and emerging markets equity strategies.
His primary focus is quantitative research and model building to augment both country and security selection.
He has over 12 years of investment experience
Mr. McKellar earned Bachelor's degrees in business administration from Wilfrid Laurier University and in mathematics from the University of Waterloo with high distinction and his Master's degree in financial mathematics from Stanford University, He received his Chartered Financial Analyst designation in 2014 and is a member of the CFA Institute and the CFA Society of San Francisco.
Daniel Joseph McKellar active positions
| Companies | Position | Start |
|---|---|---|
Bailard, Inc.
 Bailard, Inc. Investment ManagersFinance Bailard, Inc. is a SEC-registered investment advisor headquartered in Foster City, California. The firm (formerly Bailard, Biehl and Kaiser prior to its re-naming in 2005) was founded in 1969 by three graduates of the Stanford Graduate School of Business. They are a wholly owned subsidiary of BB&K Holdings, Inc. Bailard provides investment advisory and financial planning services and offers single asset strategies to investors on a standalone basis. The firm manages separate accounts for institutional clients and provides advisory and sub-advisory services to pooled investment vehicles. | Analyst-Equity | - |
Former positions of Daniel Joseph McKellar
| Companies | Position | End |
|---|---|---|
Deutsche Bank (Canada Branch)
 Deutsche Bank (Canada Branch) Regional BanksFinance Deutsche Bank (Canada Branch) provides commercial and corporate banking services. It provides inventory and wholesale finance as well as asset based lending to small and medium sized businesses. The company was founded in 1981 and is headquartered in Toronto, Canada. | Corporate Officer/Principal | - |
Training of Daniel Joseph McKellar
| Stanford University | Graduate Degree |
| Wilfrid Laurier University | Undergraduate Degree |
| The University of Waterloo | Undergraduate Degree |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Bailard, Inc.
Bailard, Inc. Investment ManagersFinance Bailard, Inc. is a SEC-registered investment advisor headquartered in Foster City, California. The firm (formerly Bailard, Biehl and Kaiser prior to its re-naming in 2005) was founded in 1969 by three graduates of the Stanford Graduate School of Business. They are a wholly owned subsidiary of BB&K Holdings, Inc. Bailard provides investment advisory and financial planning services and offers single asset strategies to investors on a standalone basis. The firm manages separate accounts for institutional clients and provides advisory and sub-advisory services to pooled investment vehicles. | Finance |
Deutsche Bank (Canada Branch)
Deutsche Bank (Canada Branch) Regional BanksFinance Deutsche Bank (Canada Branch) provides commercial and corporate banking services. It provides inventory and wholesale finance as well as asset based lending to small and medium sized businesses. The company was founded in 1981 and is headquartered in Toronto, Canada. | Finance |
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