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South Ottumwa Savings Bank

OTTUMWA, Iowa

Morgan Stanley

New York,

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Senior Associate - Real Estate Client Services
Founded in 1969, Bailard is a values-driven, independent asset and wealth management firm. Built by entrepreneurs and majority employee-owned, the firm attracts and retains talented individuals with intellectual curiosity, a passion for excellence, and a capacity for independent thought by maintaining a high-trust culture that fosters professional growth and personal responsibility. Bailard has invested in private real estate for over 40 years. The real estate platform features a flagship diversified core fund with $1.5 billion in GAV (as of 9/30/2022) as well as a development-focused multifamily fund launched this year. The platform anticipates launching additional real estate strategies in the future. The Firm manages assets for a diverse client base that includes corporations,


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