Rick V. Fermin

Finance

Consumer Services

Profile

Mr. Rick V.
Fermin is Senior Vice President at Bailard, Inc. Prior to joining Bailard in 1985, Mr. Fermin was an accountant with the Robert MacNeil Corporation.
Mr. Fermin earned a BS in business administration in 1981, and an MBA in 1991 from California State University, San Francisco.
He received his Certified Financial Planner designation in 1997.

Former positions of Rick V. Fermin

Companies	Position	End
Bailard, Inc. Bailard, Inc. Investment ManagersFinance Bailard, Inc. is a SEC-registered investment advisor headquartered in Foster City, California. The firm (formerly Bailard, Biehl and Kaiser prior to its re-naming in 2005) was founded in 1969 by three graduates of the Stanford Graduate School of Business. They are a wholly owned subsidiary of BB&K Holdings, Inc. Bailard provides investment advisory and financial planning services and offers single asset strategies to investors on a standalone basis. The firm manages separate accounts for institutional clients and provides advisory and sub-advisory services to pooled investment vehicles.	Portfolio Manager-Equities	2012-08-27

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Training of Rick V. Fermin

The California State University

Undergraduate Degree

Experiences
Positions held

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Inactive

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Private companies

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Linked companies

Private companies	1
Bailard, Inc. Bailard, Inc. Investment ManagersFinance Bailard, Inc. is a SEC-registered investment advisor headquartered in Foster City, California. The firm (formerly Bailard, Biehl and Kaiser prior to its re-naming in 2005) was founded in 1969 by three graduates of the Stanford Graduate School of Business. They are a wholly owned subsidiary of BB&K Holdings, Inc. Bailard provides investment advisory and financial planning services and offers single asset strategies to investors on a standalone basis. The firm manages separate accounts for institutional clients and provides advisory and sub-advisory services to pooled investment vehicles.	Finance