Bradley Larson

Bradley Larson is Vice President and Investment Counselor at Bailard, Inc., a California-based investment management firm. In this role, he serves high-net-worth individuals, families, and institutional clients, providing comprehensive investment advice, financial planning, and portfolio management strategies. As an Investment Counselor, Larson leverages his expertise in multi-asset allocation and holistic client engagement to tailor solutions that address both short- and long-term financial goals.

His career at Bailard spans over a decade, advancing from Investment Associate to Portfolio Associate before reaching his current position as Vice President. Throughout his tenure, Larson has worked extensively across various asset classes, including equities, fixed income, and alternative investments, with a focus on diversified portfolio construction and personalized investment strategy implementation for affluent clients and institutions.

Larson holds a Master of Science in Financial Analysis and Investment Management from Saint Mary’s College of California, as well as a Bachelor of Arts in Business Administration with concentrations in Finance and Economics from Carroll College. He has passed the Series 65 examination and is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and Certified Private Wealth Advisor® (CPWA®), underscoring his commitment to professional excellence and fiduciary standards. Larson is registered to provide investment advice in California, Montana, and Oregon.