Andrea Gandolfo
Senior Vice President, Investment Counselor at Bailard, Inc.
About
Andrea Gandolfo is Senior Vice President and Investment Counselor at Bailard, Inc., based in San Mateo, CA, with over four decades of experience at the firm. She works directly with a diverse client base, including multiple generations within families, providing comprehensive wealth management and individualized financial planning guidance. In her role, she leverages deep expertise to navigate complex financial lives and build enduring client relationships.
Her career at Bailard began in 1981, and since 1985, she has served as an Investment Counselor, contributing to firm-wide initiatives and client-focused events. Andrea counsels clients across a wide range of asset classes, including equity, fixed income, and diversified portfolios typical of high-net-worth and multigenerational family clients. Her extensive tenure provides her with valuable perspective on long-term wealth preservation, legacy planning, and investment solutions tailored to client needs.
Andrea holds a BS in Business Administration with a concentration in Finance from California State University, Chico. In addition to her professional work, she is active in local non-profits, including the Palo Alto Humane Society and the Boys & Girls Clubs of the Peninsula, demonstrating a sustained commitment to community service alongside her distinguished career in financial advising.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Bailard, Inc. | Senior Vice President, Investment Counselor | Nov 1981 to Present | — |
Education
California State University-Chico
BS, Finance
1976 — 1980
Skills & Expertise
Others at Bailard, Inc. (16)
| Name | Role | Location |
|---|---|---|
| Senior Vice President, Acquisitions and Portfolio Management | CA , United States | |
A Annalise Durante | Senior ESG Analyst and Investment Counselor | Vail, CO , United States |
| Vice President, Investment Counselor | Encinitas, CA , United States | |
| Chief Investment Officer | Berkeley, CA , United States | |
E Eric Greco | Equity Analyst - FinTech and eCommerce | United States |
| Chief Investment Officer | San Mateo, CA , United States | |
| Senior Vice President, Portfolio Manager Sustainable, Responsible and Impact Investing Group | San Mateo, CA , United States | |
G Glenn Davis | Sr. Vice President, Head Trader | San Mateo, CA , United States |
| Senior Equity Analyst | CA , United States | |
| Senior Vice President, Aquisitions and Portfolio Management | San Francisco, CA , United States |