Senior Vice President / Portfolio Manager - Sustainable, Responsible and Impact Investing
Frank serves on Bailard’s fundamental investment committee and on the investment committee for Bailard Wealth Management’s Sustainable, Responsible and Impact Investing group. Prior to joining Bailard, Frank was a partner and senior portfolio manager at Nelson Capital Management. At Nelson, Frank was on the leadership team and investment committee. Frank was the model team leader for the Faith Based strategy, oversaw the asset allocation committee, and managed the firm’s portfolio managers. Prior to Nelson Capital Management, Frank served as a research analyst at YCMNET advisors (now Destination Wealth Management) and as a research analyst at Willamette Management Associates and Franklin Templeton.
Frank holds a BA in business administration from Sacramento State University and is a CFA charterholder. Frank has three daughters and lives in Pleasanton with his wife. When not in the office, Frank can typically be found at sport fields and basketball courts watching his children’s sporting events. Frank also enjoys spending time with his family, snow skiing, camping and racquetball.