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Elizabeth Baldassari

Partner, Director of Fixed Income

Main Street Research

United States, California, San Francisco

About Me

Elizabeth serves as the firm’s Director of Fixed Income investments and research. She is responsible for managing and trading the firm’s fixed income securities, including municipal, corporate, and treasury securities, and actively researches credit quality, pricing, duration, and the interest rate cycle. Additionally, when adding or removing a security from a portfolio, Elizabeth considers each client’s unique circumstance – such as tax implications, risk tolerance, and social restrictions. A mainstay within the firm since 1998, Elizabeth is involved in almost every aspect of the firm, including daily client communication and problem-solving. She is a member of Main Street’s Investment Poli
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Profile Information

Partner, Director of Fixed Income

Main Street Research

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

San Francisco

California

United States

May 16, 2024

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