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Andrea Gandolfo

Andrea Gandolfo

Senior Vice President, Investment Counselor at Bailard, Inc.

San Mateo, CA , United States

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

OrganizationRoleDate RangeDetails
Bailard, Inc.Senior Vice President, Investment CounselorNov 1981 to Present

Education

California State University-Chico

BS, Finance

1976 1980

Skills & Expertise

Wealth Management
Financial Planning

Others at Bailard, Inc. (16)

NameRoleLocation
Alex Spotswood
Alex Spotswood
Senior Vice President, Acquisitions and Portfolio ManagementCA , United States
A
Annalise Durante
Senior ESG Analyst and Investment CounselorVail, CO , United States
Austin Lastinger
Austin Lastinger
Vice President, Investment CounselorEncinitas, CA , United States
Dave Smith
Dave Smith
Chief Investment OfficerBerkeley, CA , United States
E
Eric Greco
Equity Analyst - FinTech and eCommerceUnited States
Eric Leve
Eric Leve
Chief Investment OfficerSan Mateo, CA , United States
Frank Marcoux
Frank Marcoux
Senior Vice President, Portfolio Manager Sustainable, Responsible and Impact Investing GroupSan Mateo, CA , United States
G
Glenn Davis
Sr. Vice President, Head TraderSan Mateo, CA , United States
Irene Liando
Irene Liando
Senior Equity AnalystCA , United States
James Pinkerton
James Pinkerton
Senior Vice President, Aquisitions and Portfolio ManagementSan Francisco, CA , United States
Showing 1-10 of 16 team members