Dave Smith

Analyst-Equity at Bailard, Inc.

Finance

Consumer Services

Active connections

Name	Gender	Age	Linked companies	Collaboration
Peter Molyneux Hill	M	-	Bailard, Inc. Bailard, Inc. Investment ManagersFinance Bailard, Inc. is a SEC-registered investment advisor headquartered in Foster City, California. The firm (formerly Bailard, Biehl and Kaiser prior to its re-naming in 2005) was founded in 1969 by three graduates of the Stanford Graduate School of Business. They are a wholly owned subsidiary of BB&K Holdings, Inc. Bailard provides investment advisory and financial planning services and offers single asset strategies to investors on a standalone basis. The firm manages separate accounts for institutional clients and provides advisory and sub-advisory services to pooled investment vehicles.	39 years
Jon Manchester	M	-	Bailard, Inc. Bailard, Inc. Investment ManagersFinance Bailard, Inc. is a SEC-registered investment advisor headquartered in Foster City, California. The firm (formerly Bailard, Biehl and Kaiser prior to its re-naming in 2005) was founded in 1969 by three graduates of the Stanford Graduate School of Business. They are a wholly owned subsidiary of BB&K Holdings, Inc. Bailard provides investment advisory and financial planning services and offers single asset strategies to investors on a standalone basis. The firm manages separate accounts for institutional clients and provides advisory and sub-advisory services to pooled investment vehicles.	8 years
Sonya Thadhani Mughal	F	-	Bailard, Inc. Bailard, Inc. Investment ManagersFinance Bailard, Inc. is a SEC-registered investment advisor headquartered in Foster City, California. The firm (formerly Bailard, Biehl and Kaiser prior to its re-naming in 2005) was founded in 1969 by three graduates of the Stanford Graduate School of Business. They are a wholly owned subsidiary of BB&K Holdings, Inc. Bailard provides investment advisory and financial planning services and offers single asset strategies to investors on a standalone basis. The firm manages separate accounts for institutional clients and provides advisory and sub-advisory services to pooled investment vehicles.	30 years
Daniel Joseph McKellar	M	-	Bailard, Inc. Bailard, Inc. Investment ManagersFinance Bailard, Inc. is a SEC-registered investment advisor headquartered in Foster City, California. The firm (formerly Bailard, Biehl and Kaiser prior to its re-naming in 2005) was founded in 1969 by three graduates of the Stanford Graduate School of Business. They are a wholly owned subsidiary of BB&K Holdings, Inc. Bailard provides investment advisory and financial planning services and offers single asset strategies to investors on a standalone basis. The firm manages separate accounts for institutional clients and provides advisory and sub-advisory services to pooled investment vehicles.	-
Frank Marcoux	M	-	Bailard, Inc. Bailard, Inc. Investment ManagersFinance Bailard, Inc. is a SEC-registered investment advisor headquartered in Foster City, California. The firm (formerly Bailard, Biehl and Kaiser prior to its re-naming in 2005) was founded in 1969 by three graduates of the Stanford Graduate School of Business. They are a wholly owned subsidiary of BB&K Holdings, Inc. Bailard provides investment advisory and financial planning services and offers single asset strategies to investors on a standalone basis. The firm manages separate accounts for institutional clients and provides advisory and sub-advisory services to pooled investment vehicles.	-
Preston Robert Sargent	M	-	Bailard, Inc. Bailard, Inc. Investment ManagersFinance Bailard, Inc. is a SEC-registered investment advisor headquartered in Foster City, California. The firm (formerly Bailard, Biehl and Kaiser prior to its re-naming in 2005) was founded in 1969 by three graduates of the Stanford Graduate School of Business. They are a wholly owned subsidiary of BB&K Holdings, Inc. Bailard provides investment advisory and financial planning services and offers single asset strategies to investors on a standalone basis. The firm manages separate accounts for institutional clients and provides advisory and sub-advisory services to pooled investment vehicles.	9 years
Linda M. Beck	F	-	Bailard, Inc. Bailard, Inc. Investment ManagersFinance Bailard, Inc. is a SEC-registered investment advisor headquartered in Foster City, California. The firm (formerly Bailard, Biehl and Kaiser prior to its re-naming in 2005) was founded in 1969 by three graduates of the Stanford Graduate School of Business. They are a wholly owned subsidiary of BB&K Holdings, Inc. Bailard provides investment advisory and financial planning services and offers single asset strategies to investors on a standalone basis. The firm manages separate accounts for institutional clients and provides advisory and sub-advisory services to pooled investment vehicles.	12 years
Eric Paul Leve	M	-	Bailard, Inc. Bailard, Inc. Investment ManagersFinance Bailard, Inc. is a SEC-registered investment advisor headquartered in Foster City, California. The firm (formerly Bailard, Biehl and Kaiser prior to its re-naming in 2005) was founded in 1969 by three graduates of the Stanford Graduate School of Business. They are a wholly owned subsidiary of BB&K Holdings, Inc. Bailard provides investment advisory and financial planning services and offers single asset strategies to investors on a standalone basis. The firm manages separate accounts for institutional clients and provides advisory and sub-advisory services to pooled investment vehicles.	37 years
Tony Craddock	M	-	Bailard, Inc. Bailard, Inc. Investment ManagersFinance Bailard, Inc. is a SEC-registered investment advisor headquartered in Foster City, California. The firm (formerly Bailard, Biehl and Kaiser prior to its re-naming in 2005) was founded in 1969 by three graduates of the Stanford Graduate School of Business. They are a wholly owned subsidiary of BB&K Holdings, Inc. Bailard provides investment advisory and financial planning services and offers single asset strategies to investors on a standalone basis. The firm manages separate accounts for institutional clients and provides advisory and sub-advisory services to pooled investment vehicles.	27 years
Blaine Carroll Townsend	M	-	Bailard, Inc. Bailard, Inc. Investment ManagersFinance Bailard, Inc. is a SEC-registered investment advisor headquartered in Foster City, California. The firm (formerly Bailard, Biehl and Kaiser prior to its re-naming in 2005) was founded in 1969 by three graduates of the Stanford Graduate School of Business. They are a wholly owned subsidiary of BB&K Holdings, Inc. Bailard provides investment advisory and financial planning services and offers single asset strategies to investors on a standalone basis. The firm manages separate accounts for institutional clients and provides advisory and sub-advisory services to pooled investment vehicles.	8 years
Tom Mudge	M	-	Bailard, Inc. Bailard, Inc. Investment ManagersFinance Bailard, Inc. is a SEC-registered investment advisor headquartered in Foster City, California. The firm (formerly Bailard, Biehl and Kaiser prior to its re-naming in 2005) was founded in 1969 by three graduates of the Stanford Graduate School of Business. They are a wholly owned subsidiary of BB&K Holdings, Inc. Bailard provides investment advisory and financial planning services and offers single asset strategies to investors on a standalone basis. The firm manages separate accounts for institutional clients and provides advisory and sub-advisory services to pooled investment vehicles.	37 years
Enrico Moretti	M	-	University of California, Berkeley	16 years
James Pinkerton	M	-	Bailard, Inc. Bailard, Inc. Investment ManagersFinance Bailard, Inc. is a SEC-registered investment advisor headquartered in Foster City, California. The firm (formerly Bailard, Biehl and Kaiser prior to its re-naming in 2005) was founded in 1969 by three graduates of the Stanford Graduate School of Business. They are a wholly owned subsidiary of BB&K Holdings, Inc. Bailard provides investment advisory and financial planning services and offers single asset strategies to investors on a standalone basis. The firm manages separate accounts for institutional clients and provides advisory and sub-advisory services to pooled investment vehicles.	7 years
Geoff Esmail	M	-	Bailard, Inc. Bailard, Inc. Investment ManagersFinance Bailard, Inc. is a SEC-registered investment advisor headquartered in Foster City, California. The firm (formerly Bailard, Biehl and Kaiser prior to its re-naming in 2005) was founded in 1969 by three graduates of the Stanford Graduate School of Business. They are a wholly owned subsidiary of BB&K Holdings, Inc. Bailard provides investment advisory and financial planning services and offers single asset strategies to investors on a standalone basis. The firm manages separate accounts for institutional clients and provides advisory and sub-advisory services to pooled investment vehicles.	7 years
Annalise Mae Durante	F	-	Bailard, Inc. Bailard, Inc. Investment ManagersFinance Bailard, Inc. is a SEC-registered investment advisor headquartered in Foster City, California. The firm (formerly Bailard, Biehl and Kaiser prior to its re-naming in 2005) was founded in 1969 by three graduates of the Stanford Graduate School of Business. They are a wholly owned subsidiary of BB&K Holdings, Inc. Bailard provides investment advisory and financial planning services and offers single asset strategies to investors on a standalone basis. The firm manages separate accounts for institutional clients and provides advisory and sub-advisory services to pooled investment vehicles.	7 years
Ryan Vasilik	M	-	Bailard, Inc. Bailard, Inc. Investment ManagersFinance Bailard, Inc. is a SEC-registered investment advisor headquartered in Foster City, California. The firm (formerly Bailard, Biehl and Kaiser prior to its re-naming in 2005) was founded in 1969 by three graduates of the Stanford Graduate School of Business. They are a wholly owned subsidiary of BB&K Holdings, Inc. Bailard provides investment advisory and financial planning services and offers single asset strategies to investors on a standalone basis. The firm manages separate accounts for institutional clients and provides advisory and sub-advisory services to pooled investment vehicles.	2 years
Tess Gruenstein	F	-	Bailard, Inc. Bailard, Inc. Investment ManagersFinance Bailard, Inc. is a SEC-registered investment advisor headquartered in Foster City, California. The firm (formerly Bailard, Biehl and Kaiser prior to its re-naming in 2005) was founded in 1969 by three graduates of the Stanford Graduate School of Business. They are a wholly owned subsidiary of BB&K Holdings, Inc. Bailard provides investment advisory and financial planning services and offers single asset strategies to investors on a standalone basis. The firm manages separate accounts for institutional clients and provides advisory and sub-advisory services to pooled investment vehicles.	9 years
David Schaffer	M	53	University of California, Berkeley	17 years
Peter D. Goodson	M	81	University of California, Berkeley	20 years
David Peter Abramson	M	-	Bailard, Inc. Bailard, Inc. Investment ManagersFinance Bailard, Inc. is a SEC-registered investment advisor headquartered in Foster City, California. The firm (formerly Bailard, Biehl and Kaiser prior to its re-naming in 2005) was founded in 1969 by three graduates of the Stanford Graduate School of Business. They are a wholly owned subsidiary of BB&K Holdings, Inc. Bailard provides investment advisory and financial planning services and offers single asset strategies to investors on a standalone basis. The firm manages separate accounts for institutional clients and provides advisory and sub-advisory services to pooled investment vehicles.	24 years
Osman Tansu Akgun	M	-	Bailard, Inc. Bailard, Inc. Investment ManagersFinance Bailard, Inc. is a SEC-registered investment advisor headquartered in Foster City, California. The firm (formerly Bailard, Biehl and Kaiser prior to its re-naming in 2005) was founded in 1969 by three graduates of the Stanford Graduate School of Business. They are a wholly owned subsidiary of BB&K Holdings, Inc. Bailard provides investment advisory and financial planning services and offers single asset strategies to investors on a standalone basis. The firm manages separate accounts for institutional clients and provides advisory and sub-advisory services to pooled investment vehicles.	12 years
Anyork Lee	M	74	University of California, Berkeley	19 years
Eicke R. Weber	M	-	University of California, Berkeley	20 years
Glenn Anthony Davis	M	-	Bailard, Inc. Bailard, Inc. Investment ManagersFinance Bailard, Inc. is a SEC-registered investment advisor headquartered in Foster City, California. The firm (formerly Bailard, Biehl and Kaiser prior to its re-naming in 2005) was founded in 1969 by three graduates of the Stanford Graduate School of Business. They are a wholly owned subsidiary of BB&K Holdings, Inc. Bailard provides investment advisory and financial planning services and offers single asset strategies to investors on a standalone basis. The firm manages separate accounts for institutional clients and provides advisory and sub-advisory services to pooled investment vehicles.	33 years
Joanne L. Howard	F	82	Bailard, Inc. Bailard, Inc. Investment ManagersFinance Bailard, Inc. is a SEC-registered investment advisor headquartered in Foster City, California. The firm (formerly Bailard, Biehl and Kaiser prior to its re-naming in 2005) was founded in 1969 by three graduates of the Stanford Graduate School of Business. They are a wholly owned subsidiary of BB&K Holdings, Inc. Bailard provides investment advisory and financial planning services and offers single asset strategies to investors on a standalone basis. The firm manages separate accounts for institutional clients and provides advisory and sub-advisory services to pooled investment vehicles.	3 years
Charles Wyman	M	79	University of California, Berkeley	19 years
Chris Moshy	M	61	Bailard, Inc. Bailard, Inc. Investment ManagersFinance Bailard, Inc. is a SEC-registered investment advisor headquartered in Foster City, California. The firm (formerly Bailard, Biehl and Kaiser prior to its re-naming in 2005) was founded in 1969 by three graduates of the Stanford Graduate School of Business. They are a wholly owned subsidiary of BB&K Holdings, Inc. Bailard provides investment advisory and financial planning services and offers single asset strategies to investors on a standalone basis. The firm manages separate accounts for institutional clients and provides advisory and sub-advisory services to pooled investment vehicles.	9 years
Tom Sikora	M	-	Bailard, Inc. Bailard, Inc. Investment ManagersFinance Bailard, Inc. is a SEC-registered investment advisor headquartered in Foster City, California. The firm (formerly Bailard, Biehl and Kaiser prior to its re-naming in 2005) was founded in 1969 by three graduates of the Stanford Graduate School of Business. They are a wholly owned subsidiary of BB&K Holdings, Inc. Bailard provides investment advisory and financial planning services and offers single asset strategies to investors on a standalone basis. The firm manages separate accounts for institutional clients and provides advisory and sub-advisory services to pooled investment vehicles.	11 years

Connections Chart

Multi-company connection

Former connections

Name	Gender	Age	Linked companies	Collaboration
Art Micheletti	M	-	Bailard, Inc. Bailard, Inc. Investment ManagersFinance Bailard, Inc. is a SEC-registered investment advisor headquartered in Foster City, California. The firm (formerly Bailard, Biehl and Kaiser prior to its re-naming in 2005) was founded in 1969 by three graduates of the Stanford Graduate School of Business. They are a wholly owned subsidiary of BB&K Holdings, Inc. Bailard provides investment advisory and financial planning services and offers single asset strategies to investors on a standalone basis. The firm manages separate accounts for institutional clients and provides advisory and sub-advisory services to pooled investment vehicles.	38 years
Ilan Gur	M	-	University of California, Berkeley	8 years
Josh Ragent	M	-	University of California, Berkeley	4 years
Laura Parada	M	-	University of California, Berkeley	5 years
Ryan Stever	M	-	University of California, Berkeley	4 years
Tom Bailard	M	-	Bailard, Inc. Bailard, Inc. Investment ManagersFinance Bailard, Inc. is a SEC-registered investment advisor headquartered in Foster City, California. The firm (formerly Bailard, Biehl and Kaiser prior to its re-naming in 2005) was founded in 1969 by three graduates of the Stanford Graduate School of Business. They are a wholly owned subsidiary of BB&K Holdings, Inc. Bailard provides investment advisory and financial planning services and offers single asset strategies to investors on a standalone basis. The firm manages separate accounts for institutional clients and provides advisory and sub-advisory services to pooled investment vehicles.	48 years
Sabina Gault	F	-	University of California, Berkeley	2 years
Alic Chen	M	-	University of California, Berkeley	4 years
Andrew J. Euretig	M	-	University of California, Berkeley	10 years
Roseanne Wincek	F	-	University of California, Berkeley	6 years
Beau Trincia	M	-	University of California, Berkeley	1 years
Erica Meta Smith	F	-	University of California, Berkeley	6 years
Liran Amrany	M	-	University of California, Berkeley	6 years
Michelle Espiritu Soto	F	-	Bailard, Inc. Bailard, Inc. Investment ManagersFinance Bailard, Inc. is a SEC-registered investment advisor headquartered in Foster City, California. The firm (formerly Bailard, Biehl and Kaiser prior to its re-naming in 2005) was founded in 1969 by three graduates of the Stanford Graduate School of Business. They are a wholly owned subsidiary of BB&K Holdings, Inc. Bailard provides investment advisory and financial planning services and offers single asset strategies to investors on a standalone basis. The firm manages separate accounts for institutional clients and provides advisory and sub-advisory services to pooled investment vehicles.	8 years
Megan E. O'Sullivan	F	-	University of California, Berkeley	8 years
Ki-Ha Lee	M	-	University of California, Berkeley	5 years
Anne Hsu	F	-	University of California, Berkeley	10 years
Alvise Bonivento	M	-	University of California, Berkeley	5 years
Michelle L. Foss	F	-	Bailard, Inc. Bailard, Inc. Investment ManagersFinance Bailard, Inc. is a SEC-registered investment advisor headquartered in Foster City, California. The firm (formerly Bailard, Biehl and Kaiser prior to its re-naming in 2005) was founded in 1969 by three graduates of the Stanford Graduate School of Business. They are a wholly owned subsidiary of BB&K Holdings, Inc. Bailard provides investment advisory and financial planning services and offers single asset strategies to investors on a standalone basis. The firm manages separate accounts for institutional clients and provides advisory and sub-advisory services to pooled investment vehicles. University of California, Berkeley	14 years
Joel Drescher	M	-	University of California, Berkeley	5 years
Ron Kaiser	M	-	Bailard, Inc. Bailard, Inc. Investment ManagersFinance Bailard, Inc. is a SEC-registered investment advisor headquartered in Foster City, California. The firm (formerly Bailard, Biehl and Kaiser prior to its re-naming in 2005) was founded in 1969 by three graduates of the Stanford Graduate School of Business. They are a wholly owned subsidiary of BB&K Holdings, Inc. Bailard provides investment advisory and financial planning services and offers single asset strategies to investors on a standalone basis. The firm manages separate accounts for institutional clients and provides advisory and sub-advisory services to pooled investment vehicles.	53 years
Sumeet Patel	M	-	University of California, Berkeley	4 years
Vinit Sukhija	M	-	University of California, Berkeley	3 years
Alp Dayi	M	61	University of California, Berkeley	4 years
Ashminder Singh	M	42	University of California, Berkeley	4 years
Suraj Patel	M	-	University of California, Berkeley	4 years
Quinn Shean	F	-	University of California, Berkeley	3 years
Chen Wang	F	48	University of California, Berkeley	2 years
Frederick Dopfel	M	-	University of California, Berkeley	4 years
Brandon Pae	M	-	University of California, Berkeley	4 years
Jennifer Lee	M	-	University of California, Berkeley	4 years
Caitlin Johnston	F	-	University of California, Berkeley	4 years
Fred Lee	M	-	University of California, Berkeley	3 years
Christopher Fallone	M	-	University of California, Berkeley	4 years
Jason Shih	M	-	University of California, Berkeley	4 years
Wen Bo Xu	M	40	University of California, Berkeley	3 years
Justin Yi	M	-	University of California, Berkeley	4 years
Mindaugas Leika	M	-	University of California, Berkeley	4 years
Dave Bend	M	-	University of California, Berkeley	2 years
Ryan Panchadsaram	M	39	University of California, Berkeley	4 years
Sung Jun Hong	M	-	University of California, Berkeley	5 years
Ruben Omar Hernandez	M	-	University of California, Berkeley	4 years
Kevin Haas	M	38	University of California, Berkeley	7 years
Eric Rea	M	-	University of California, Berkeley	4 years
Drew McCauley	M	-	University of California, Berkeley	5 years
Gabe Turner	M	42	University of California, Berkeley	4 years
Eric Cress	M	-	University of California, Berkeley	2 years
David H. Russ	M	-	University of California, Berkeley	4 years
Benjamin Elliot Allen	M	-	University of California, Berkeley	2 years
Shelley Zhuang	M	-	University of California, Berkeley	4 years
Timothy M. Heston	M	45	University of California, Berkeley	2 years
Jesse T. Herrick	M	45	University of California, Berkeley	1 years
Allen Krantz	M	-	University of California, Berkeley	1 years
Timothy Kutzkey	M	49	University of California, Berkeley	6 years
Ian Cooney	M	-	University of California, Berkeley	4 years
Jiade Jay Lu	M	-	University of California, Berkeley	4 years
Mike Boggs	M	-	University of California, Berkeley	4 years
Chirs Duong	M	-	University of California, Berkeley	4 years
Chris Wenner	M	-	University of California, Berkeley	4 years
Thomas Becker	M	-	University of California, Berkeley	4 years
Meredith Willa	F	-	University of California, Berkeley	2 years
Sayshu Medicherla	M	-	University of California, Berkeley	4 years
Elena H. Duggar	M	-	University of California, Berkeley	5 years
Cody J. Shevitz	M	-	University of California, Berkeley	4 years
Negin Sohrabi	F	-	University of California, Berkeley	4 years
Nanxi Liu	F	33	University of California, Berkeley	4 years
Nish Bhat	M	-	University of California, Berkeley	4 years
Ankur Nagpal	M	-	University of California, Berkeley	4 years
Kamil Emre Erciyas	M	41	University of California, Berkeley	1 years
Shuo Yang	M	-	University of California, Berkeley	4 years
Wai Wen	M	-	University of California, Berkeley	4 years
Cameron Davidson	F	-	University of California, Berkeley	4 years

Statistics

Country	Connections	% of total
United States	100	100.00%

Age of Connections

Active

Past

Male

Female

Members of the board

Executives

Origin of connections