Minnie Yao, CFP

 

Investment experience: 16 years; 16 years with firm

Minnie joined Bailard in 1992. She is responsible for developing and implementing investment policies for individual clients, financial planning, and maintaining client relationships. She also serves as the Bailard REIT contact for institutional clients and intermediaries. Prior to joining the firm, Minnie worked for Bank of America. She earned her BA from the University of California, Berkeley, in 1991 and received her Certified Financial Planner® designation in 1998. Her personal interests include cooking and running.