Sonya Mughal, CFA

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Sonya Mughal, CFA

Sonya joined Bailard in 1994. She serves as the Chief Operating Officer and Chief Risk Officer for the firm. She is also a co-portfolio manager for the Bailard all cap growth/technology and science equity strategy and oversees security analysis, portfolio optimization, and portfolio construction across the firm’s core equity portfolios.

Sonya currently serves on the Schwab Advisor Services Advisory Board. From 2012 to 2018, she served as a Silicon Valley Community Foundation investment committee member. A member of Phi Beta Kappa, Sonya earned her BA in mathematics from Randolph-Macon Woman’s College in 1994. She earned her Chartered Financial Analyst® designation in 1997 and is a member of the CFA Institute and the CFA Society of San Francisco.

October 2019


Private Wealth Managers, Succession Plans: Handing Off the Baton

Age demographics and structural trends in wealth management have placed a spotlight on the industry’s lack of succession planning and the economic dynamics that underpin valuing a wealth management practice. Often, succession planning conversations focus more on the value of the business than on the transition and continuity of the business. This event aims to provide fundamental and actionable intelligence in both aspects. 

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Private Wealth Management
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