Bailard Inc. Appoints Sonya Mughal as New CEO
April 1, 2021
Sonya Thadhani Mughal, CFA, transitions from Chief Operating Officer and Chief Risk Officer to Chief Executive Officer today after 27 years at the firm FOSTER CITY, Calif. —…
Bailard Named a 2021 Best Places to Work for Financial Advisers
March 1, 2021
Bailard is proud to announce our recognition as a 2021 Best Places to Work for Financial Advisers by InvestmentNews for the second year in a row. Bailard was chosen as one of this year’s top…
Bailard Named Finalist in Family Wealth Report 2021 Awards
February 24, 2021
FOSTER CITY, Calif. – February 24, 2021 – Bailard is pleased to announce its naming as a finalist in the Family Wealth Report’s 2021 Awards “Alternative Asset Manager” category. This…
Bailard Wins Third in Best Places to Work in Money Management
December 15, 2020
2020 marks the third year Bailard has been recognized as a best place to work by Pensions & Investments FOSTER CITY, Calif. – Dec. 15, 2020 – Bailard, a values-driven asset and…
Bailard, Inc. Named to the 2020 CNBC Financial Advisor 100
October 6, 2020
This is the second consecutive year Bailard has been honored in the industry ranking FOSTER CITY, Calif. – October 6, 2020 – Bailard, a wealth and investment management firm based in…
The Bailard Foundation: Celebrating Many Milestones
July 28, 2020
Last year we launched the Bailard Foundation, created to formalize Bailard’s decades-long history of giving back, with a core mission: to improve the communities in which we live, work, and…
Bailard Appoints Director of Estate Strategy
June 18, 2020
David Jones joins to strengthen and lead wealth management estate planning services FOSTER CITY, Calif. – June 18, 2020 – Bailard, an independent values-driven wealth and investment…
Bailard Named as a 2020 Best Place to Work
June 2, 2020
Bailard recognized by local, national, and industry influential publications as a top employer FOSTER CITY, CA – JUNE 2, 2020 – Bailard, an independent, values-driven wealth and investment…
Bailard Named as 2019 Best Places to Work in Money Management
December 9, 2019
Bailard is recognized by Pensions & Investments following a recent distinction in the CNBC Top 100 Financial Advisors Foster City, California (December 9, 2019) – Today, Bailard…
Bailard Named to CNBC’s FA 100
December 4, 2019
By Michael J. Faust, CFA, Director of Bailard Wealth Management. We were honored to learn we were included on CNBC’s FA 100, a ranking of the 100 top-rated financial advisory firms of…