Stacy Pearl Dauber

Employer firm

Bailard, Inc. CRD 110550

$7.56B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2007 → 01/2017
  Goldman, Sachs & Co.
  Los Angeles, CA
• 08/2017 → Present
  Bailard Inc
  San Francisco, CA
• 01/2017 → 06/2017
  Unemployed
  San Francisco, CA

Exams

• S66 Uniform Combined State Law Examination
  2007-12-19

Designations

• Certified Financial Planner

Other Names

• Stacy Schenkel-Pearl
• Stacy Pearl
• Stacy Renae Pearl
• Stacy Renae Schenkel Pearl
• Stacy Pearl Dauber