Blaine Townsend has been Executive Vice President, Director of Srii of Bailard since September 2016, is not listed as a control person, but directly owns under 5% of the firm. Blaine Townsend holds a BA in History from the University of California, Berkeley.
Bailard, Inc. is a Foster City, CA firm with $7.56B under management, 1,137 clients and 42 advisers across 3 offices, as of its September 2026 filing.
Blaine Townsend is Executive Vice President and Director of Bailard's Sustainable, Responsible and Impact Investing (SRII) group. He joined Bailard in 2016 and manages several strategies, including the Smart SRI US All Cap and ADR portfolios, the Broad Impact Strategy and the Small Cap Value Strategy. He joined the Muir Investment Trust in 1991, opened and led the California office of Trillium Asset Management in 1996, and later joined Nelson Capital Management as a partner and senior portfolio manager.
Blaine Townsend’s longest registration was 11 years at Trillium Asset Management (2004–2015). Before joining Bailard in 2016, Blaine Townsend was registered through Nelson Capital Management and Trillium Asset Management.
- Nelson Capital Management– · 7 yearsCorte Madera, CA · Adviser representative · Firm CRD 123513
- Trillium Asset Management– · 11 yearsSan Francisco, CA · Adviser representative · Firm CRD 110901
Professional designations
Listed by Bailard
- CIMC®
- CIMA®
Investment adviser representative registrations
Blaine Townsend is registered as an investment adviser representative in 3 states. The first approvals date from September 2016; the most recent are Idaho and Washington, in September 2021.
- CaliforniaSince 28 September 2016
- IdahoSince 22 September 2021
- WashingtonSince 22 September 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 8 April 2004 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 10 October 2000 |
| Series 63 | Uniform Securities Agent State Law Examination | 12 September 2000 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Blaine Carroll Townsend
- CRD
- 4232753
- Firm
- Bailard · CRD 110550
- Role
- Executive Vice President, Director of Srii
- Office
- 950 TOWER LN, STE 1900, Foster City, CA 94404-2131
- Registration
- Investment adviser registration
- In the industry since
- April 2004
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- bailard.com
Where does Blaine Townsend work?
Blaine Townsend has been Executive Vice President, Director of Srii of Bailard, Inc. since September 2016.
Is Blaine Townsend a financial advisor?
Yes. Blaine Townsend has a current investment-adviser registration in California, Idaho and Washington, through Bailard since September 2016.
How many years of experience does Blaine Townsend have?
Blaine Townsend has 22 years in the financial industry, since April 2004, across 3 adviser firms.
What exams has Blaine Townsend passed?
Blaine Townsend has passed 3 licensing exams: the Series 63, Series 6 and Series 65. The earliest, the Series 63, was passed in September 2000.
Where did Blaine Townsend work before Bailard?
Before Bailard, Blaine Townsend was registered through Trillium Asset Management, April 2004 to May 2015.
Where is Blaine Townsend based?
Blaine Townsend’s registered office is in Foster City, CA.
Is Blaine Townsend registered with FINRA?
No. Blaine Townsend has no current broker registration.
How can I verify Blaine Townsend’s record?
Search CRD 4232753 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Blaine Townsend’s full registration record.
Sonya MughalChief Executive Officer; Director of Bailard, Inc, BB&K Holdings, and Bailard General Partners I, Inc.
Michael FaustEVP; President, Wealth Management; Director, Bailard, Inc. (Since 05/2022)
Pavita FleischerChief Compliance Officer
Tess GruensteinEVP Head of Portfolio Management - Real Estate, Co-CEO of Bailard Real Estate Investment Truts, Inc.
James PinkertonEVP Head of Investments - Real Estate, Co-CEO of Bailard Real Estate Investment Truts, Inc.
David SmithChief Investment Officer- Fuju WuSenior VP, Finance and Operations of Bailard, Inc.; Treasurer of Bailard, Inc. and BB&K Holdings