Stacy Dauber is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Bailard, Inc. since 2017. Prior to joining Bailard, she worked at Goldman, Sachs & Co. for 10 years. Bailard provides wealth and asset management services to high-net-worth individuals and institutions, employing a combination 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 investing offerings and extensive employee equity ownership.

Alexandra Labagh is a financial advisor at Bailard, Inc. with 10 years of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining Bailard in 2023, she worked at First Republic Securities Company, LLC and First Republic Bank from 2010 to 2022. Bailard 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, and supports execution through electronic trading tools and specialized liquidity pools.

Benjamin Lathrop is a financial advisor at Bailard, Inc. with 17 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. Prior to joining Bailard in 2019, he worked at Newoak Capital Markets and Franklin Templeton Investments. Bailard provides wealth management and asset management services to high-net-worth individuals and institutions, 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 investing framework and extensive use of electronic trading tools.