Mike is President of Wealth Management, Bailard’s largest business practice, and serves on the leadership team and Board of Directors. He works with many of Bailard’s most complex client relationships, advising families across generations. He has shaped how the firm serves its clients, growing the team’s capabilities well beyond investment management to include advanced financial planning, estate strategy, and the specialized work that substantial wealth often requires.

Mike began his career as a foreign exchange strategist at MMS International, then a subsidiary of Standard & Poor’s. He joined Bailard in 1993, where he co-managed global fixed income and currency portfolios and was regularly interviewed on currency and rate markets by CNBC, CNN, the BBC, The New York Times, and The Wall Street Journal.

In 2000, he left Bailard, and the investment business, for technology. At Webmind, he worked on one of the first efforts to build Artificial General Intelligence, where its language tools read financial news for market sentiment and fed the results into predictive models. He then founded Reel Two, a machine learning and high-performance computing company, and later led SureChem, applying similar methods to chemical patent research. He raised capital for both and sold both, Reel Two to NetValue and SureChem to Macmillan Publishers.

He returned to Bailard in 2008, this time on the wealth management side. Nearly everything he owned sat in illiquid stock through those years, which is where many of his clients sit today. That is what pulled him toward advising rather than back to bonds and currencies.

Mike has written for Kiplinger and has been quoted in Bloomberg and The Wall Street Journal. AdvisorHub named him one of the top 20 RIA advisors to watch in 2024, 2025, and 2026.*

Mike holds a BA from the University of Wisconsin, an MBA from Northwestern University’s Kellogg School of Management, and the Chartered Financial Analyst designation. He lives in Marin with his wife and two children.

* AdvisorHub’s RIAs to Watch recognition was awarded in July of 2026, 2025, and 2024. Nominees were required to have a minimum of seven years’ experience, $150 million AUM, and a clean regulatory record. Advisors were ranked on the size and makeup of their practice, year-over-year growth, and professionalism.