Bailard, Inc.

Austin Lastinger is a CFP® with eight years of industry experience, currently serving as a financial advisor at Bailard, Inc. He has been with Bailard since 2016, following four years at the University of San Diego. Bailard, Inc. provides wealth and asset management services to high-net-worth individuals, institutions, and investment companies. The firm employs a multi-asset investment approach that integrates quantitative models, fundamental research, and qualitative judgment, and offers specialized strategies including sustainable, responsible, and impact investing.

Glenn Davis is a CFA® charterholder with 29 years of industry experience. He has been with Bailard, Inc. since 1991, including 27 years at Bailard Fund Services, Inc. Bailard provides wealth and asset management services to high-net-worth individuals, institutions, and investment companies. The firm employs a blend of quantitative models, fundamental research, and qualitative judgment across multi-asset and single-asset portfolios, and offers specialized strategies including sustainable, responsible, and impact investing.

Michael Faust is a CFA® charterholder with 23 years of experience in the financial industry. He has been with Bailard, Inc. since 2008, including roles at Bailard Fund Services, Inc. Earlier in his career, he worked at Bailard, Inc. in Foster City, CA. Bailard, Inc. provides wealth and asset management services to high-net-worth individuals, institutions, and investment companies. The firm employs a combination of quantitative models, fundamental research, and qualitative judgment across multi-asset and single-asset strategies, including sustainable and impact investing approaches.

Mary Bersot is a CFA® charterholder with 19 years of industry experience. She joined Bailard, Inc. in 2025 after two decades at BERSOT Capital Management, LLC. Bailard, Inc. provides wealth and asset management services to high-net-worth individuals, institutions, and investment companies. The firm combines quantitative models, fundamental research, and qualitative judgment across multi-asset and single-asset strategies, including sustainable, responsible, and impact investing offerings.

Noah Holmes is a financial advisor at Bailard, Inc. with three years of industry experience. He holds a Series 65 designation and has worked at Bailard since 2021. His prior experience includes roles at the University of Oregon, Columbia Bank, Leisure Capital Management, and Ace Parking. Bailard provides wealth management and asset management services to individuals and institutions, advising high-net-worth clients as well as investment companies and pooled vehicles. The firm’s investment process combines quantitative models, fundamental research, and qualitative judgment across multi-asset and single-asset strategies, with a proprietary scoring framework for sustainable, responsible, and impact investing.

Osman Akgun is a CFA® charterholder with six years of industry experience, currently serving as a financial advisor at Bailard, Inc. in Foster City, CA. He has been with Bailard since 2012, totaling over a decade at the firm. Bailard, Inc. provides wealth and asset management services to high-net-worth individuals, institutions, and investment companies. The firm employs a combination of quantitative models, fundamental research, and qualitative judgment across multi-asset and single-asset strategies, including sustainable, responsible, and impact investing, and offers separately managed accounts, mutual fund sub-advisory services, and model portfolios.

Jonathan Manchester is a CFP®, CFA®, and Series 65 credentialed advisor with 23 years of industry experience. He has worked at Bailard, Inc. since 2016 and previously spent 16 years at Nelson Capital Management, Inc. Bailard, Inc. provides wealth and asset management services to high-net-worth individuals, institutions, and investment companies. The firm employs a multi-asset investment approach combining quantitative models, fundamental research, and qualitative judgment, with a focus on sustainable, responsible, and impact investing strategies.

Sonya Mughal is a CFA® charterholder with 25 years of industry experience. She has worked at Bailard, Inc. and its affiliated entities since 1994 and currently holds leadership roles including director and treasurer of Bailard General Partners I, Inc., director of Bailard Real Estate Investment Trust, Inc., and director of BB&K Holdings, Inc. Bailard provides wealth management and asset management services to high-net-worth individuals, institutions, and investment companies. The firm employs a blend of quantitative models, fundamental research, and qualitative judgment across multi-asset and single-asset strategies, and offers sustainable, responsible, and impact investing solutions.

Irene Liando is a CFA® charterholder with over a decade of industry experience, currently serving as a financial advisor at Bailard, Inc. She previously worked at Evans & Partners and Schroders. Bailard, Inc. provides wealth and asset management services to high-net-worth individuals and institutions. The firm employs a blend of quantitative models, fundamental research, and qualitative judgment across multi-asset and single-asset strategies, including sustainable, responsible, and impact investing.

Joanne Howard is a CFA® charterholder with five years of industry experience. She has been with Bailard, Inc. since 2021 and previously worked at Allianz Global Investors for 29 years. Bailard, Inc. provides wealth and asset management services to high-net-worth individuals, institutions, and investment companies. The firm employs a blend of quantitative models, fundamental research, and qualitative judgment across multi-asset and single-asset strategies, with a focus on sustainable, responsible, and impact investing.

Enrique Fermin is a CFP® with 32 years of industry experience, currently serving at Bailard, Inc. since 1985. He has spent over three decades with Bailard Fund Services, Inc. as well. Bailard, Inc. provides wealth and asset management services to high-net-worth individuals, institutions, and investment companies, employing a blend of quantitative models, fundamental research, and qualitative judgment across multi-asset and single-asset strategies. The firm is a Certified B Corporation known for its sustainable, responsible, and impact investing offerings and manages both separately managed accounts and mutual fund sub-advisory roles.

Lena Mcquillen is a CFP® and Series 66 credentialed advisor at Bailard, Inc. with 17 years of industry experience. She has worked at Bailard since 2020 and previously spent 13 years at Wells Fargo Private Investment Advisors, LLC. Outside of her advisory role, she is a member of Smashing Grapes, LLC, a winery business. Bailard provides wealth and asset management services to high-net-worth individuals, institutions, and investment companies. The firm employs a blend of quantitative models, fundamental research, and qualitative judgment across multi-asset and single-asset strategies, including sustainable, responsible, and impact investing.

Nicholas Risser is a CFP® with seven years of industry experience, currently advising at Bailard, Inc. since 2025. His prior roles include positions at Bersot Capital Management and LPL Financial. He also took a year for extended travel in 2019. Bailard provides wealth and asset management services to high-net-worth individuals, institutions, and investment companies. The firm employs a blend of quantitative models, fundamental research, and qualitative judgment across multi-asset and single-asset strategies, with specialized offerings in sustainable, responsible, and impact investing.

Kimberly Aquino is a CFP® with 29 years of industry experience and has been with Bailard, Inc. since 1996, including her current role starting in 2021. She holds the position of Secretary on the board of BB&K Holdings Inc. Bailard, Inc. provides wealth and asset management services to high-net-worth individuals, institutions, and investment companies. The firm employs a combination of quantitative models, fundamental research, and qualitative judgment across multi-asset and single-asset strategies, including sustainable and impact investing.

Abigail Hsu is a financial advisor at Bailard, Inc. with a Series 65 credential and one year of industry experience. Prior to joining Bailard, she worked with Namur Capitale Basketball and spent five years at Columbia University. Bailard provides wealth and asset management services to high-net-worth individuals, institutions, and investment companies. The firm employs a blend of quantitative models, fundamental research, and qualitative judgment across multi-asset and single-asset strategies, including sustainable, responsible, and impact investing.