Bailard is thrilled to announce our inclusion in San Francisco Business Times’ “Best Places to Work in the Bay Area” list for the second year in a row. The award is Bailard’s second workplace award this year and the fifth workplace award for the firm since 2020. The program is run jointly with the Silicon Valley Business Journal.

Looking at Bailard from the outside, some may think we are lucky. The truth is, we have figured out our secret sauce, which is made of much more than just luck. Bailard’s success is based on our shared values: accountability, excellence, independence, fairness, courage, and compassion. The commitment to living out those values throughout our 52-year history has attracted and retained world-class talent. Our values create an environment where individuals and teams can thrive.

This award, based on employee feedback, exemplifies Bailard’s commitment to fostering its culture. The survey program provides a sampling of anonymous employee responses to an open-ended opportunity for feedback, including:

  • “We are an organization that cares deeply about our employees and doing the right thing by our clients. I have been with the firm for over 20 years and could not have stayed this long if I did not believe in what we do and how we treat each other.”
  • “Colleagues genuinely care about your well-being, personal life, and your interests outside of work. The culture has always been strong at Bailard and we’ve really seen that shine during the pandemic and switch to work-from-home. Opportunities to foster personal growth are available if you show a desire to pursue them.”
  • “It’s an organization that not only allows, but encourages everyone to push themselves beyond their daily roles. Senior management knows and has relayed to the company that if you want to do something or accomplish something within our field of work, to do it here and we will support it.”
  • “I have worked for many companies in our industry and have never been more proud to work for a firm like ours that acts with integrity, genuinely cares about clients and colleagues alike, and aims to do good for our community.”

This award represents stability and focus during a pivotal transition period. We welcome Sonya Mughal, CFA to the helm as CEO, 27 years into her career with Bailard. Sonya’s leadership in various roles throughout the firm, most recently as Chief Operating Officer and Chief Risk Officer, have helped to make Bailard the outstanding place that it is to work. Her leadership will only further the work of her predecessor, Peter Hill, who stays on as Bailard’s Executive Chairman. Mughal shared, “Notably, Bailard was the only investment management firm to rank in its category of companies with 50-99 employees this year. It is an honor to shine among the best and brightest in the Bay Area.”

We thank the San Francisco Business Times and Silicon Valley Business Journal for this incredible recognition and congratulate all other winners and nominees.

About The Business Journals
The San Francisco Business Times and the Silicon Valley Business Journal are both publications of The Business Journals. The Business Journals’ 44 business publications represent the largest publisher of metropolitan business newsweeklies in the United States, reaching 3.6 million readers each week from Washington, D.C., to San Francisco, and from Austin, Texas, to Albany, N.Y. Bizjournals features local people and decision makers who are leaders in their business communities. They report on local and national issues that impact subscribers’ businesses and assist them in growing their companies.

About Best Places to Work in the Bay Area 2021
This award does not evaluate the quality of services provided to clients and is not indicative of Bailard’s future performance. There was no cost for Bailard to enter. The San Francisco Business Times and the Silicon Valley Business Journal partnered with Quantum Workplaces, an independent survey program administrator. All Best Places to Work winners are determined exclusively on the basis of their employees’ responses to the Best Places to Work Survey. Employee responses from the 30 standard survey questions, along with the number of employees that respond to the survey, are calculated to determine the company’s overall score and ranking. Eligibility requirements to enter the award included companies must have 25 or more employees (full-time and part-time) working in the following Greater Bay Area counties: Alameda, Contra Costa, Marin, Monterey, Napa, San Benito, San Francisco, San Mateo, Santa Clara, Santa Cruz, Solano and Sonoma. Employees outside of the Greater Bay Area, with 5% or greater company stock ownership, and seasonal, per diem, temporary employees were prohibited from participating in the survey. Employees completed one survey for the Best Places to Work in the Bay Area 2021 program and, as a result of Bailard’s two Bay Area offices (Foster City and San Francisco), garnered rankings in both the San Francisco Business Times and the Silicon Valley Business Journal lists. This year, 125 firms appeared in the San Francisco Business Times and the Silicon Valley Business Journal list. 25 firms were recognized in Bailard’s category of Small Employer (50-99 employees) and Bailard was 21.