750 Curtiss
750 Curtiss will be a six-story, mid-rise, podium-style apartment building totaling 138 units located in Downers Grove, a western suburb of Chicago, IL. The Project will be built on an…
Bailard Named a Top Bay Area Corporate Philanthropist
Continuing an upward climb on the San Francisco Business Times list, reflecting a values-driven culture of giving. SAN FRANCISCO – August 7, 2025 – Bailard is honored to be named…
Spotlight: A Closer Look at the One Big Beautiful Bill
Understanding the newest wave of tax reform—and how it might affect you. On July 4, President Trump signed the “One Big Beautiful Bill” Act into law, marking the most sweeping tax…
Bailard Appoints Dave Harrison Smith, CFA, as CIO
Continuity and Growth Across Our Investment Team. SAN FRANCISCO – July 1, 2025 – Bailard is pleased to announce that, as of today, Dave Harrison Smith, CFA, has been promoted to…
Mike Faust Awarded 2025 Advisors to Watch by AdvisorHub
Michael Faust, CFA, ranked in the top five of AdvisorHub’s Advisors to Watch for the second year—recognizing his standout leadership at Bailard [See more…] Download PDF
Built on Trust – Guided by Values
After founding and leading Bersot Capital Management for nearly two decades, Mary Bersot, CFA, joined Bailard this spring with her long-standing clients and colleague Nicholas Risser. In…