Claire Bailey

Claire brings over three decades of experience in the financial services industry, beginning her career on Wall Street with Oppenheimer Capital, where she worked with retirees’ 401(k) investments and select high net worth individuals’ investment needs in a business development role for Oppenheimer. She went on to hold key roles at premier firms including State Street Global Advisors in Boston and Brandywine Global in Philadelphia, where she further honed her expertise by working with institutional asset management clients and their consultants.

Throughout her career, Claire has provided high-net-worth individuals and families with strategic portfolio construction opportunities across a wide spectrum of asset classes, including public equities, private placements, real estate, hedge funds, and alternative investments. Her deep knowledge extends to advanced tax mitigation strategies, incorporating bespoke insurance structures, annuities, and 1031 real estate exchanges.

A seasoned professional with experience navigating multiple market cycles, Claire offers clients a comprehensive, thoughtful approach to wealth management. She is a valued senior member of the team at Legacy Private Client Services, where her insight and leadership play a pivotal role in striving to deliver exceptional outcomes for clients.