![Rick V. Fermin](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
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 manages diversified portfolios across a broad risk spectrum for their clients. The firm carefully constructs diversified portfolios of assets that have low correlations with one another with the intention of enhancing return and reducing volatility. Their process begins with the creation of a longer-term strategic portfolio which consists of a mix of low and high volatility assets. Bailard uses a combination of quantitative research/models, fundamental analysis and/or qualitative judgment. Their fundamental research expertise is used in the analysis of their fixed income, real estate and specialized strategies. | Portfolio Manager-Equities | 27/08/2012 |
Training of Rick V. Fermin
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
97
1st degree connections
2
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Bailard, Inc.
Bailard, Inc. Investment ManagersFinance Bailard manages diversified portfolios across a broad risk spectrum for their clients. The firm carefully constructs diversified portfolios of assets that have low correlations with one another with the intention of enhancing return and reducing volatility. Their process begins with the creation of a longer-term strategic portfolio which consists of a mix of low and high volatility assets. Bailard uses a combination of quantitative research/models, fundamental analysis and/or qualitative judgment. Their fundamental research expertise is used in the analysis of their fixed income, real estate and specialized strategies. | Finance |
The California State University
 The California State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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