POC note: this searches bailard.com today. In the build it becomes HubSpot site search across pages, insights and the document library.
About Bailard
Bailard embodies a “do-what-is-right” ethos and a loyalty that extends from our clients to our colleagues.
Our values are manifest in our thoughtful, high-touch service; in our firmwide intellectual curiosity and deep industry expertise; and in our transparency with both clients and colleagues.
Facilities Operations Manager
Shielah joined Bailard in 2023. In her role as Facilities Operations Manager, her duties include supporting Bailard’s executives, program management, and office management. Prior to Bailard, Shielah served as an Executive Assistant and Events Specialist with an engineering firm for two years, and a Sales, Events and Operations Manager for 15 years for a transportation company. She earned a BS in Commerce, with a major in accounting, from the University of Santo Tomas. Outside of work, Shielah enjoys traveling and cooking, playing video games, and spending time with her family.
““Train your mind to see the good in every situation.””
POC note: in the build each person gets a HubDB dynamic page at /about/our-team/shielah-ramos/ with Person schema. This page renders the same row with ?person=shielah-ramos.
The people behind Bailard
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Sonya Mughal, CFAChief Executive Officer
Michael J. Faust, CFAPresident, Wealth Management
Tess GruensteinExecutive Vice President / Head of Portfolio Management, Real Estate
Dave Harrison Smith, CFAExecutive Vice President / Chief Investment Officer
Blaine Townsend, CIMC®, CIMA®Executive Vice President / Director, Sustainable, Responsible and Impact Investing
Kalyan AdavikolanuIT Manager
Osman Akgun, PhD, CFASenior Vice President, Domestic Equities
Kimberly Aquino, CFP®Senior Vice President / Director of Operations, Wealth Management / Investment Counselor
David AbramsonAnalyst
Susan BarrettOffice Assistant
Linda Beck, CFASenior Vice President / Director, Fixed Income
Gary BenmourOperations Associate
Mary Bersot, CFAExecutive Vice President
Donna T. Castillo, FPQP®, CRPC™Senior Client Associate
Ryan Chavez, CFP®, CPWA®Investment Counselor
Ryan Cole, CFP®, CTS™Senior Vice President, Wealth Management
Marian DaniellsVice President, Institutional Client Services & Business Development
Stacy Pearl Dauber, CFP®Senior Vice President, Investment Counselor
Glenn Davis, CFASenior Vice President / Head Trader
Neha DesaiVice President, Real Estate
Diana DessonvilleExecutive Vice President, Director, Institutional Client Services
Annalise Durante, CFP®Vice President, Senior SRII Research Analyst, Investment Counselor
Raj DuttaSenior Data Engineer
Geoff EsmailDirector, Real Estate
Janine FabelReceptionist
Rick Fermin, CFP®, RICP®Senior Vice President / Investment Counselor
Pavita Fleischer, CFASenior Vice President | Chief Compliance Officer
Andrea Mohr GandolfoSenior Vice President / Investment Counselor
Jack GeriClient Associate
Isabel Gonzalez-VelardeSenior Client Associate
Eric GrecoDirector, Investment and Corporate Operations
Clayton HagyPrivate Markets Associate
Madison HardySenior SRII Research Analyst
Jenifer HarveySenior Client Associate
Ciara HatfieldMarketing Associate
Noah Holmes, CFP®Portfolio Associate
Joanne Howard, CFASVP, Investment Counselor and Portfolio Manager
Abbey HsuClient Associate
Xavier S. JeffersonSenior Analyst, Private Markets & Solutions
Matt JohnsonVice President, Trading and Operations
Dave Jones, JD, LLM, CFP®SVP, Director of Estate Strategy
Scott Kidd, CFP®Senior Vice President / Investment Counselor
Michele KloskySenior Client Associate
Alexandra LabaghPortfolio Associate
Bradley Larson, CFP®, CPWA®Senior Vice President / Investment Counselor
Austin Lastinger, CFP®, EAVice President / Investment Counselor
Ben LathropSenior Vice President | Director of Business Development and Client Services, Real Estate
Kit LauOperations Analyst
Irene Liando, CFAVice President, International Equities
Jon Manchester, CFA, CFP®Senior Vice President / Chief Strategist, Wealth Management / Portfolio Manager - Sustainable, Responsible and Impact Investing
Frank Marcoux, CFASenior Vice President / Portfolio Manager - Sustainable, Responsible and Impact Investing
Robin MaschewskiPayroll & Billing Associate
Daniel McKellar, CFASenior Vice President, International Equities
Lena McQuillen, CFP®Vice President, Director of Financial Planning
Reana MeiriSenior Compliance Officer
Yuji MiwaPerformance Analyst
Stephen MorrisSenior Client Associate
Chris MoshySenior Vice President, Domestic Equities
Thomas J. Mudge III, CFASenior Vice President, Director, Equity Research
Destiney NorsouvanhClient Associate
Jun OmiyaReal Estate Analyst
Anna Palmiery, CPASenior Accounting Manager
Romy Pavolotsky, CFP®, CDFA®Senior Vice President / Investment Counselor
James PinkertonExecutive Vice President / Head of Investments, Real Estate
Renuka Raj, SHRM-CP®Human Resources Manager
Suanne Ramar, CFASenior Vice President, Investment Counselor
Shielah RamosFacilities Operations Manager
Erin Randolph, PCM®Senior Vice President, Marketing & Communications
Nicholas Risser, CFP®Portfolio Associate
Stephanie RoncalInvestment Counselor
Mikhail Saliba, CFP®Estate and Financial Planning Associate
Preston SargentStrategic Advisor
Dana M. Scheer, CFA, CFP®Senior Vice President | Investment Counselor
Paul ShinData Analyst
Dipika Shull, CPAChief Accounting Officer, Real Estate
Tom SikoraVice President, Trader
Simon Smundak, CFASenior Vice President, Private Markets & Solutions
Alex SpotswoodSenior Vice President, Real Estate
Debbie TanguaySenior Marketing Program Manager
Les TiméTechnology Support Analyst
Amit Valia, CFASenior Vice President, Financial Data Management
Ryan Vasilik, CFASenior Analyst, Domestic Equities
Leon VigdorchikSenior Vice President, Technology
Jeremy Wager-Smith, CFAFixed Income Analyst
Lily WuSenior Vice President, Finance and Operations
Lizbeth ZaragozaReal Estate Analyst
Thomas E. BailardCo-Founder
Peter M. HillEmeritus
Ronald W. Kaiser, CRECo-Founder
Burnie Sparks, CFAEmeritus
No one matches that search.
Let’s talk
For individuals and institutions alike, Bailard proudly serves as a trusted partner focused on achieving long-term results aligned with your values and goals. Let’s find out how we can work together.
650-571-5800 · info@bailard.com
Team statistics are as of June 30, 2026.
There is no guarantee Bailard or any of its strategies will achieve performance or investment objectives. Past performance is no indication of future results. All investments have the risk of loss.