CoverProfile

Elizabeth Baldassari

Partner, Director – 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 P

View more

Profile Information

Partner, Director – Fixed Income

Main Street Research

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

San Francisco

California

United States

Oct 13, 2025

More profiles to browse

LT
Lily Taft Richard
Partner, Portfolio Manager
Profile Photo
Benjamin Armellini
Managing Partner, East
Profile Photo
Stephanie Hawk
Co Director of Fixed Income
Profile Photo
James E. Demmert
Founder, Chief Investment Officer

You Might Like

RM
Robert Murphy
Senior Client Service Specialist
Pinnacle Wealth Management Group Inc
BW
Bill Wood
Managing Member, Principal
Nova R Wealth
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services