Sonya Mughal, CFA

Since joining Bailard in 1994, Sonya has dedicated the entirety of her financial career to Bailard, where she currently serves as Bailard’s Chief Executive Officer. During her time at Bailard, she has served in numerous roles, notably as Chief Operating Officer, Chief Risk Officer, and Chief Investment Officer. She is also a portfolio manager for the Bailard Technology and Science Strategy.

Sonya has served on a variety of industry organizations and community nonprofit boards, investment committees, and selection committees. In 2025, she joined the Board of Governors for the Investment Adviser Association (IAA), a leading organization representing fiduciary investment advisers on advocacy, policy, and industry best practices. Previously, Sonya served on the selection committee for the Philanthropic Venture Foundation’s 2022 Women of Courage Award, which is granted to young women who live, work, or serve others in San Mateo County and show outstanding courage in their efforts to make the world a better place. Sonya also served on the Schwab Advisor Services Advisory Board from 2018 to 2020, on the Silicon Valley Community Foundation investment committee from 2012 to 2018, and on the board of The BASIC Fund, an organization whose mission is to advance education equity for low-income families by helping offset the cost of tuition at private schools in the Bay Area.

Sonya was recognized as a 100 Most Influential Women in Bay Area Business in 2021 by the San Francisco Business Times and is currently a member of the Forbes Finance Council. A member of Phi Beta Kappa, Sonya received 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. Outside of Bailard, Sonya enjoys spending time with her family and friends as well as traveling back to her home country, India, and other parts of the world.