Bailey Izard is a Managing Director and Wealth Advisor with J.P. Morgan Wealth Management. A native of Atlanta, Bailey has over 25 years of experience in the financial services industry.
Working with affluent families and institutions, as well as their respective trusts, estates, foundations and endowments, Bailey specializes in comprehensive wealth management. He assists clients with investment strategy, asset allocation, portfolio construction and engineering, tax and estate planning, charitable giving, hedging concentrated stock positions and planning for the sale of privately held businesses.
Before joining J.P. Morgan in 2015, Bailey was a Principal and Financial Advisor in the Private Client Group at Bernstein Global Wealth Management. Prior to Bernstein, Bailey's work experience includes over 15 years in business, merchant banking and investment banking. He was a Co-Founder and CFO of Infusion3, LLC, an Atlanta-based technology company, spent seven years as a partner with the Breckenridge Group, an Atlanta-based investment banking firm, and worked for five years on Wall Street with Kidder, Peabody & Co. as an Associate in the Mergers & Acquisitions and the Corporate Finance Groups. He also spent two years on the floor of the U.S. Senate as an assistant to the Senate Majority Leader.
Bailey earned a B.A. in Economics from the University of Virginia and received his M.B.A. from the Wharton School of Business at the University of Pennsylvania, with concentrations in Finance and Accounting.
Bailey and his wife, Kerry, live in Atlanta with their four sons, David, Mack, George and James. Bailey has held a number of leadership roles for regional nonprofit organizations, and currently is Development Chair and on the Board of Trustees for the Nature Conservancy of Georgia. Previously, he has been Chairman of the Boards of Trustees for the Georgia Conservancy and the Jekyll Island Foundation, as well as the Legacy Giving Campaign for the Lovett School.