Bailard Inc. Appoints Vice President of Human Resources

– Kyle Berkley joins the firm from Lyft

– Berkley will support the firm’s next chapter of growth, focus on Bailard’s values of compassion and excellence

FOSTER CITY, Calif.–(BUSINESS WIRE)–Bailard, an independent, values-driven wealth and investment management firm in the San Francisco Bay Area, has expanded its ranks with the recent hire of Kyle Berkley as Vice President of Human Resources. Berkley, bringing eight years of experience in Human Resources across finance and technology firms – and most recently at Lyft – will strengthen Bailard’s operational practices across the firm, with an eye to retaining and developing the talent of Bailard’s team.

“Bailard’s people are our number one differentiator – they are the foundation for our success,” said Peter Hill, CEO of Bailard. “Kyle’s hire represents our commitment to continued investment in our people. The strength of our team has been the key to our success for the last 50 years and will continue to be for the next 50 years. Adding Kyle to our team is a critically important business decision.”

Prior to joining Bailard, Berkley spent eight years working in recruiting, human resources, and people analytics at firms including Two Sigma and Lyft. In these roles, she worked closely with leadership on daily HR operations as well as organizational design and change management initiatives. In a people analytics capacity, she developed clear reporting and measurement frameworks to maintain excellence in people management.

In her new role, Berkley will work closely with Bailard’s leadership to align the goals of each business line, and continue tracking toward measurable goals as Bailard grows and further develops its talent in the years to come. She is also leading the firm through today’s largest human resources topics, including strengthening remote work, future policies for preparing to return to the office, and implementing enhanced diversity, equity, and inclusion training.

“We see Kyle’s role, and HR as a broader function, as a key component in realizing our business goals and progressing forward – not just as a box to check,” said Sonya Thadhani Mughal, Chief Operating Office and Chief Risk Officer of Bailard. “Kyle’s background seamlessly melds a quantitative and qualitative approach to human resources, reflecting our own approach to wealth management and asset management. She will partner with our firm’s leaders to create clear, measurable goals that will keep our employees rooted in providing the best support to our clients and create a foundation for the future of our firm.”

Bailard is a values-driven firm committed to its core tenets of accountability, compassion, courage, excellence, fairness, and independence. These values manifest in Bailard’s company culture, as well as in the team’s approach to advising clients and managing their assets. This strong company culture has also been recognized by broader industry, regional, and national publications this year.

“What makes me most excited to join Bailard is that culture and talent are top priorities. The team shares a core set of values, from a compassionate approach to working with employees to its high standard of excellence in the work that Bailard does for its clients,” said Berkley. “I hope to utilize my background in people management to support the firm’s goals and develop the future leaders of our industry.”

About Bailard Inc.

With 50 years of experience, Bailard is an independent wealth and investment management firm that combines proven, proprietary methodologies with innovative new strategies to drive success for clients. For individuals and institutions alike, Bailard proudly serves as a trusted partner focused on achieving long-term results aligned with client values and goals. An independent firm since our founding in 1969, we stand committed to our values and, most importantly, our clients. With $3.9 billion AUM as of August 2020, Bailard’s high-touch client service and proven track record are grounded in the firm’s core values of openness, fairness, excellence, and courage. To learn more about Bailard, please visit: https://www.bailard.com/.

* All investments involve a risk of loss. There is no guarantee any strategy will achieve its objectives. Bailard will not offer advice in any jurisdiction where it is prohibited from doing so.

Contacts

Emma Clarke

Vested for Bailard

bailard@fullyvested.com
917-765-8720