Annalise rejoined Bailard in 2023 and serves as both a Senior ESG Analyst and Investment Counselor for the Sustainable, Responsible and Impact Investing (SRII) group. As an ESG Analyst, Annalise contributes to ESG/SRI research, thought leadership, and corporate engagement. As an Investment Counselor, Annalise is responsible for managing client relationships and implementing investment strategies. Prior to originally joining Bailard in 2017, Annalise spent two years at Citi Private Bank working with ultra-high-net-worth clients. She also spent time volunteering for a microfinance organization in Cambodia. Annalise earned a Bachelor’s degree in Finance from the University of Miami. Annalise lives in Colorado and can be found snowboarding, hiking, and biking in her free time.
As a woman in finance, I don’t think I could feel more supported than I do here at Bailard.