Featured Story

December 9, 2024
Sonya Mughal, CFA opens up in a candid interview with Pensions & Investments' about her journey from an entry-level position to CEO, all at Bailard, in her 30-year career solely dedicated to the Company. She discusses her and Bailard's values, how people can find the right place to work, Bailard's culture, and the importance of understanding your clients.
December 9, 2024
Bailard, an independent asset and wealth management firm based in the San Francisco Bay Area, has been named one of the 2024 Best Places to Work in Money Management by Pensions & Investments.
October 21, 2024
Dave Harrison Smith, CFA, Head of Technology Investing at Bailard, Alex Gunz, Fund Manager at Heptagon Capital, and Alastair Paterson, Co-Founder & CEO of Harmonic Security join Jill Malandrino on Nasdaq TradeTalks to discuss why the potential in cybersecurity lies in AI’s ability to recognize patterns and optimize threat detection.
October 4, 2024
"I am proud to be an outlier. Since joining Bailard 30 years ago, I’ve seen the company evolve while maintaining its strong tradition of nurturing talent," shares our CEO, Sonya Mughal, CFA. "While my tenure may be uncommon nationally, it’s more than typical for us..."
ThinkAdvisor Luminaries Finalist Logo
September 17, 2024
Two Bailard team members received individual nominations in the 2024 LUMINARIES Awards from ThinkAdvisor: Kim Aquino, CFP®, Senior Vice President and Director of Operations of Wealth Management, stands as a finalist for the Luminaries With Heart award. And Annalise Durante, Senior ESG Analyst and Investment Counselor, secured a Next-Gen Rising Stars finalist recognition.
San Francisco Chronicle - Bailard is a 2024 Top Workplace
September 4, 2024
Bailard, Inc., an independent wealth and asset management firm, is proud to announce its recognition as one of the Bay Area’s 2024 Top Workplaces by the San Francisco Chronicle. The firm was ranked second in its category (for companies with 35-149 employees).
August 29, 2024
Thomas J. Mudge III, CFA, Bailard’s Director of Equity Research, shares his insights in a recent MarketWatch story by Isabel Wang. Discover the relationship between interest rates and the Small Cap ETF market. Read more, here:
Dave Harrison Smith, CFA, Head of Technology Investing
August 26, 2024
So proud to see Dave Harrison Smith, CFA, representing Bailard on Cheddar this week! From Fed Rate cuts and inflation to semiconductors and cybersecurity, Dave covered all the hottest topics in tech. Don't miss his insightful interview:
Photo: AgnosticPreachersKid, CC BY-SA 3.0, https://lnkd.in/gemyWnY, via Wikimedia Commons
August 26, 2024
Bailard CIO Eric Leve shares his thoughts on the highly anticipated rate cuts in September. While some push for aggressive reductions, Eric advocates for a gradual approach. "A measured response is critical here to show that the Fed doesn't believe that it has fallen behind," he noted. Explore more of Eric’s insights here:
San Francisco Chronicle - Bailard is a 2024 Top Workplace
August 25, 2024
Bailard has been named No. 2 in the 2024 Bay Area Top Workplaces by the San Francisco Chronicle, and our CEO, Sonya Mughal, won a special leadership award. (Both in the Small Company category of firms with less than 150 employees; please see important disclosures here: https://bailard.com/awards/
Bailard Named one of San Francisco Business Times' Top Corporate Philanthropists
August 1, 2024
Bailard today announced its ranking among the San Francisco Business Times’ annual top 100 Bay Area Corporate Philanthropists list, for the fourth year in a row.
July 17, 2024
Bailard, Inc. proudly announces its Bailard Foundation reached $1 million in grants and donations distributed in just its first five years. As of June 30, 2024, the Bailard Foundation has distributed $1,008,037 since its inception in June 2019, over 90% of which has directly benefited the local Bay Area community.
June 17, 2024
Consumer sentiment is more negative today than it was during the Great Financial Crisis in 2008. Could the difference be the rise of social media’s influence? Read more about algorithm insights penned by Blaine Townsend, CIMC®, CIMA®, EVP/Director, Sustainable, Responsible and Impact Investing, and published by Kiplinger,
June 17, 2024
Forbes Councils features Bailard's CEO, Sonya Mughal in her journey with Bailard spanning three decades and the invaluable opportunity to share her insight with Forbes Financial Councils.
Bailard Named to 2024 Worth Top RIAs
June 5, 2024
Bailard, an independent wealth and asset management firm, is honored to announce its inclusion in Worth's prestigious list of Leading Advisors for 2024.
May 2, 2024
Bailard's CEO Sonya Mughal, CFA offered three insightful ways leaders in the industry can fortify their culture and step up their communication practices to attract and retain high-performing teams.

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All investments have the risk of loss. There is no guarantee Bailard will achieve its investment objectives. Please see each full insight post for its respective disclosures.