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Jon Manchester, CFA, CFP®

As a Senior Vice President, Chief Strategist for Wealth Management and a Portfolio Manager focused on Sustainable, Responsible & Impact Investing, Jon serves on Bailard’s fundamental investment committee and co-manages the firm’s U.S. large-cap equity portfolios. He also leads the team responsible for investment strategy within the wealth management group.
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Alphabet Soup

Economic Brief: Alphabet Soup

March 31, 2023

This quarter, we feature the economic perspective of Jon Manchester, CFA, CFP®, Senior Vice President, Chief Strategist – Wealth Management, and Portfolio Manager – Sustainable, Responsible…

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Bailard’s View on the Economy: Everybody Act Normal

December 28, 2022

In this quarter’s closing brief Jon Manchester, CFA, CFP® (Senior Vice President, Chief Strategist – Wealth Management, and Portfolio Manager – Sustainable, Responsible and Impact Investing)…

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