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 one of the Top 100 Corporate Philanthropists in the Bay Area by the San Francisco Business Times—marking the firm’s fifth consecutive year on the list. Bailard climbed to #65 for 2025, continuing its upward trajectory from #89 in its first appearance in 2021 and joining a distinguished group of honorees including Salesforce, Google, the San Francisco 49ers, and Levi Strauss.

The Corporate Philanthropy Awards shine a spotlight on Bay Area companies that demonstrate a strong commitment to the community through charitable giving and volunteerism. For Bailard, this recognition reflects the firm’s deep-rooted values and the role philanthropy plays in its culture, from the board room to everyday employee life.

“Being named to the Philanthropists’ list for five years running is a meaningful marker of who we are,” said Sonya Mughal, CFA, Chief Executive Officer of Bailard. “It’s about more than generosity. This kind of recognition speaks to consistency, intention, and a culture rooted in values. What stands out most to me is how this team continues to live those values through their actions, year after year.”

Bailard employees regularly roll up their sleeves for volunteer efforts, from building playhouses and renovating homes with Habitat for Humanity to mentoring students in financial literacy. These hands-on moments bring the firm’s values to life and connect employees with the communities they serve. Bailard is also grateful to the 360 nonprofit organizations it has supported since the Bailard Foundation’s inception in 2019. Their work inspires continued commitment and deepens the firm’s sense of purpose.

Bailard’s impact is made possible through the combined efforts of Bailard, Inc. and the Bailard Foundation, which focuses on three core areas: affordable housing, homelessness and poverty, and financial literacy. Since its founding in 2019, the Foundation has granted more than $1.25 million, with over 90% benefiting local Bay Area nonprofits. In addition to grants, the Foundation supports employee giving through a matching program and coordinates volunteer events that continue to bring the team together in service.

A group of Bailard employees and Foundation Board members attended the SFBT Corporate Philanthropy Summit last week to celebrate alongside peers and partner organizations. For the team, it was a chance to see Bailard’s values in action and feel part of something bigger than any one firm or initiative.

To learn more about the Bailard Foundation, visit https://bailard.com/bailard-foundation/.

About the San Francisco Business Times’ Top Corporate Philanthropists in the Bay Area
This achievement does not evaluate the quality of services provided to clients and is not indicative of Bailard’s future performance. The San Francisco Business Times’ Top Corporate Philanthropists in the Bay Area is an annual award, given in July of each year. SFBT recognizes the top 100 for-profit companies and nonprofit healthcare institutions based on the year’s cash donations to charitable organizations across the Greater Bay Area, including the counties of Alameda, Contra Costa, Marin, Napa, San Francisco, San Mateo, Santa Clara, Solano, and Sonoma. Bailard ranked #65 in 2025, #71 in 2024, #79 in 2023; #82 in 2022; and #89 in 2021. There was no fee to enter. Please visit the SFBT for more information: https://www.bizjournals.com/sanfrancisco/subscriber-only/2025/08/01/the-top-corporate-philanthropists-in-the-bay-area.html. Past performance is no indication of future results. All investments have the risk of loss.

About Bailard, Inc.
Founded in 1969, Bailard is an independent, values-driven firm serving individuals, families, and institutions with comprehensive wealth management and investment strategies across public and private markets. Headquartered in the San Francisco Bay Area, the woman-led, majority employee-owned firm manages over $7 billion in assets as of June 30, 2025. A Certified B Corporation™ and signatory to the UN Principles for Responsible Investing, Bailard combines deep expertise with a long-standing commitment to putting clients first.