Tom heads Bailard’s equity research and serves as a portfolio manager of the small cap value ESG equity strategy. Tom earned his BA at Northern Michigan University in 1985 and the Chartered Financial Analyst® designation in 1994, and is a member of the CFA Institute and the CFA Society of San Francisco. He has also completed the certificate program in Investment Decisions and Behavioral Finance at Harvard University’s John F. Kennedy School of Government. In his spare time, Tom is currently president of the Peninsula Orchid Society.