Becoming B Corp Certified as a Wealth & Asset Manager
Bailard, a top wealth and asset management firm and long time Vested client, has officially received their B Corp certification after completing the process earlier this year. Vested Director Marian Daniells sat down with Bailard Senior Vice President Stacy Pearl Dauber to discuss why Bailard wanted to become a B Corp, the team’s goals moving forward, and the advice she has for other financial firms considering certification.
