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Annalise Durante

Senior ESG Analyst and Investment Counselor at Bailard, Inc.

Vail, CO , United States

About

Annalise Durante is a Vice President, Senior ESG Analyst, and Investment Counselor at Bailard, Inc., based in Vail, Colorado. In this role, she leads research for the Sustainable, Responsible, and Impact Investing (SRII) group, contributes to thought leadership and corporate engagement, and manages client relationships emphasizing ESG integration and impact investment strategies. Her responsibilities include implementing investment strategies that align with both financial goals and positive societal or environmental outcomes, and providing guidance on sustainable portfolio construction.

Durante specializes in the development and oversight of investments across public equities and fixed income, with a focus on sectors such as decarbonization, renewable energy, financial inclusion, and other impact themes. She is notably involved in the management and research of Bailard’s Broad Impact strategy, which invests in companies and bonds that deliver measurable environment or social benefits, including green bonds and social impact bonds. Her expertise extends to identifying investments that address key global challenges, such as climate change and poverty, and ensuring portfolio alignment with ESG best practices.

Earlier in her career, Annalise served as a Senior ESG Analyst and Portfolio Associate at Bailard, and was a Fellow at ImpactSpace where she advanced impact investment research. She holds a BSBA in Finance from the University of Miami – School of Business and is a CERTIFIED FINANCIAL PLANNER™. Her decade-long career combines financial acumen with demonstrated leadership in sustainable and impact investing, and she has made meaningful contributions to expanding investment accessibility and rigorous ESG impact measurement.

Career History

OrganizationRoleDate RangeDetails
Bailard, Inc.Senior ESG Analyst and Investment CounselorJan 2023 to Present
Bailard, Inc.Senior ESG Analyst and Portfolio AssociateJun 2017 to Dec 2021
ImpactSpaceFellowJan 2017 to May 2017
Points of LightFellow with the Civic AcceleratorJan 2017 to May 2017
CitiPrivate Banking AnalystJun 2014 to Jul 2016
• One of sixteen analysts chosen in North America for Citi’s two-year rotational analyst program, Class of 2014 • Had rotations with investment teams, Traditional Investments, banker teams, the Family...
First TrustInternJun 2012 to Aug 2012
UBSWealth Management InternFeb 2012 to May 2012

Education

University of Miami - School of Business

BSBA, Finance

2010 2014

Skills & Expertise

Investments
Equities
Finance
Portfolio Management
Mutual Funds
CRM
Microsoft Excel
Financial Analysis
Financial Modeling
Microsoft Word
Research
Strategy
Banking
Analysis

Others at Bailard, Inc. (16)

NameRoleLocation
Alex Spotswood
Alex Spotswood
Senior Vice President, Acquisitions and Portfolio ManagementCA , United States
Andrea Gandolfo
Andrea Gandolfo
Senior Vice President, Investment CounselorSan Mateo, CA , 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