Founded in 1969, Bailard is an independent, values-driven asset and wealth management firm serving individuals, families, and institutions alike. Bailard has built a long‐term asset management track record across domestic and international equities, fixed income, and private real estate, as well as robust, in-house ESG expertise. Committed to its core values of accountability, compassion, courage, excellence, fairness, and independence, Bailard works with clients to align their financial goals with their values. Based in the San Francisco Bay Area with over $5 billion in assets under management as of 12/31/2022, Bailard is a majority employee-owned and women-led firm, is a Principles of Responsible Investing signatory, and has its own private charitable foundation.*

*The Bailard Foundation’s board of directors is led by chairwoman Terri Bailard, widow of firm co-founder Tom Bailard, and features friends and employees of Bailard, Inc.

Disclosures
The information on this LinkedIn Page (the “Site”) is intended for informational, educational, and research purposes only. Nothing on this Site is intended to be, nor should it be construed or used as, financial, legal, tax, or investment advice, or a representation as to the appropriateness or suitability of an investment in a strategy or product. The information contained on this Site is not a complete description of any strategy or product; therefore, it is not and should not be construed as an offer to provide any service, strategy or product.

Any link to individual pages are personal pages of an employee and Bailard, Inc. does not endorse, recommend such content of any individual. 

The information regarding Bailard is directed to U.S. investors only. The information on the Site does not constitute a solicitation in any jurisdiction in which such a solicitation is unlawful or to any person to whom it is unlawful. All investments have the risk of loss. There is no guarantee that Bailard will achieve its objectives.

Investment Management

Bailard, Inc.

Sonya Thadhani Mughal

Steve Hibshman

Romy Pavolotsky

James Pinkerton

Frank Marcoux

Eric Leve

Ben Lathrop

Jennifer P.

Dipika Shull

Pavita Fleischer

Leon Vigdorchik

Amit Valia

Pcm® Erin Randolph

Sonya Mughal

The Investment and Portfolio Management Team at Bailard, Inc. is responsible for overseeing and optimizing the firm's diverse asset portfolios, incorporating domestic and international equities, fixed income, and private real estate. This team employs robust investment strategies and leverages in-house ESG expertise to align clients' financial goals with their values. Additionally, they manage risk, execute trades, and ensure that all investment activities reflect Bailard's core values and commitment to responsible investing.

Investment and Portfolio Management Team

Leadership Team

Client Support Team

Investment and Portfolio Management Team

About

Team members

Other teams at Bailard, Inc.

Leadership Team

Client Support Team