Xavier Jefferson

Xavier Jefferson serves as an Equity Research Analyst specializing in Software and Fintech at Bailard, Inc., where he is responsible for researching public companies, conducting sector analyses, and generating actionable investment recommendations. His current investment coverage centers on the software, fintech, and broader information technology sectors, with a particular focus on opportunities in secular growth areas such as cybersecurity, front office, and data infrastructure software.

Prior to his current position, Xavier was an Equity Research Associate at Bailard, Inc., where he supported senior analysts covering technology equities and contributed to technology strategy reports. He previously gained experience analyzing industrial equities during his role as an Equity Research Analyst at ClearBridge Investments, where he developed expertise in company-specific and thematic research within the industrials sector.

Xavier holds an MBA from the University of California, Berkeley, Haas School of Business, and a Bachelor of Science degree from Northwestern State University. His analytical skills are reinforced by deep exposure to both fundamental and thematic investment research across multiple sectors, with a current emphasis on software-driven innovation and fintech disruption within public equities.