Portfolio Manager

Bailey Gilliam

In her role as a portfolio manager, Bailey monitors clients’ portfolios for rebalancing opportunities, tax-loss harvesting and tax-efficiency. She joined Buckingham in 2011.

Previously, she worked as a paralegal for Van Dillen & Flood, P.C. She earned her bachelor’s degree in finance from Tulane University in New Orleans.

Within the firm, Bailey is a member of the Community Action and Pillar Grant committees. She enjoys traveling, running and spending time with her dog.

Contact Bailey

Let's look at the big picture, together.