

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
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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