Elizabeth I. Baldassari

Partner – Director, Fixed Income

Elizabeth serves as the firm’s co-manager of fixed income investments and research. She trades and manages fixed income securities including municipal, corporate, and treasury securities and actively researches credit quality, pricing, duration, and the interest rate cycle. Additionally, Elizabeth considers each client’s circumstance – such as tax implications and investment policy – when adding or removing a security from a portfolio. Main Street works with over 100 Wall Street fixed income broker-dealers in an effort to find the best value in the fixed income market. Along with Elizabeth’s research, she coordinates and manages this wide array of dealers to find the best value for each client.

Elizabeth has been with the firm since 1998. Like her colleagues, she is part of the firm’s client-centric team and is involved in almost every aspect of the firm, including daily client communication and problem-solving.

Elizabeth graduated cum laude from Sonoma State University with a BS in Business Administration and holds a Series 65 securities license.

Elizabeth enjoys outdoor activities, including gardening, hiking, swimming, and jogging, as well as spending time with her family.