Elizabeth Irene Baldassari
Analyst-Fixed Income at Main Street Research LLC
Profile
Ms. Elizabeth I.
Baldassari is a Partner & Director of Fixed Income at Main Street Research LLC.
She serves as the firm’s co-manager of fixed income investments and research.
She trades and manages fixed income securities including municipal, corporate and treasury securities and actively conducts research in credit quality, pricing, duration and the interest rate cycle.
Additionally, she considers each client’s circumstance – such as tax implications and investment policy – when adding or removing a security from a portfolio.
Along with research, she coordinates and manages this wide array of dealers to find the best value for each client.
She has been with the firm since December 1998.
Ms. Baldassari graduated cum laude from Sonoma State University with a BS in Business Administration.
Elizabeth Irene Baldassari active positions
Companies | Position | Start |
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Main Street Research LLC
Main Street Research LLC Investment ManagersFinance Main Street Research LLC (MSR) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Sausalito, California. The firm was founded by James E. Demmert in 1993. MSR provides wealth management services to individuals, families and foundations. | Analyst-Fixed Income | 1998-11-30 |
Training of Elizabeth Irene Baldassari
Sonoma State University | Undergraduate Degree |
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Private companies | 1 |
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Main Street Research LLC
Main Street Research LLC Investment ManagersFinance Main Street Research LLC (MSR) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Sausalito, California. The firm was founded by James E. Demmert in 1993. MSR provides wealth management services to individuals, families and foundations. | Finance |
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