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Bay Isle Financial LLC

475 14th Street, Suite 550
Oakland, California 94612
United States
Contact :      Mr. Matt Moore
Phone :       510-444-4700
Fax :             510-444-4713
Email :
Web : 

Bay Isle Financial LLC Information

Type of organization :
Total Assets Managed ($Mil) : $555
Tax-Exempt Managed ($Mil) : $0
Taxable Assets Managed ($Mil) :
Year Founded : 1986
Wrap Programs Offered? : Yes
# of Accounts Managed : 73
In-House Research : %
Carries liability insurance? : No
Errors & Omission Insurance? : No
Socially Responsible? : No
Minority Owned? : No
Wrap Program Description  
In $ Thousands

Bay Isle Financial LLC History

Bay Isle Financial LLC, located in Oakland, California, is a Registered Investment Advisor, which it has been since 1986. The firm was founded in November 1986 by its two principals, William Schaff and Gary Pollock. In December 2001, Berger Financial Group acquired 100% of Bay Isle, which was a natural next step following the formation of a joint venture between the two organizations in late 1998. On January 1, 2003, Stilwell Financial Inc., parent firm of Berger, merged its operations with Janus Capital Corporation to create a new organization called Janus Capital Group Inc. Janus Capital Group Inc. is now responsible for the strategic direction of its subsidiaries, including Bay Isle. Janus Capital Group now indirectly owns 100% of Bay Isle Financial. Janus Capital Group Inc. is a holding company for Janus Capital Management LLC. Janus provides a global distribution network and strategic direction for its subsidiaries, affiliates, and sub-advisers including asset managers Bay Isle Financial LLC (subsidiary); INTECH (subsidiary); Perkins, Wolf, McDonnell and Company (Janus maintains a 30% ownership stake); Vontobel Asset Management Inc. (sub-adviser). Janus Capital Group provides expert management strength in growth, value and risk-managed equity investing through its subsidiaries, affiliates, and sub-advisers. Bay Isle recently divested its high net worth asset management division. Bay Isle Institutional is comprised of seven employees and focuses on delivering and developing products for the institutional market place. Bay Isle Institutional currently offers a Large Cap Value product, a REIT product, a Small Cap Value product and a Dividend Capture product; the latter is a product generating a high level of current income. Bay Isle?s Small Cap Value product and Dividend Capture Product are recent additions to our product lineup.

Assets by Client Category Professional Categories
Assets   # of Clients Amount ($Mil)  
Individuals/Trusts :
Limited Partnership :
Foundations :
Unions, Taft-Hartley :
Public :
Others :
Total # of Professional : Analysts :
Portfolio Managers : Traders :
Client Service : Operation :

Bay Isle Financial LLC Personnel

Mr.  Stephen Block, CFA

Portfolio Manager
Tel : 415-705-7777
Stephen Block is the co-portfolio manager of the large cap value product. He has 10 years experience in corporate finance, investments, and actuarial science. Prior to joining Bay Isle in 1996, he was a Senior Financial Analyst in M&T Bank’s finance department and an actuarial consultant for Howard Johnson & Co. Mr. Block received a Bachelor’s degree in quantitative economics from University of California at San Diego and an M.B.A. in finance and accounting from the University of Michigan. He is a member of AIMR and the San Francisco Analysts Society.

Mr.  Bill Schaff, CFA

Portfolio Manager
Tel : 415 705 7777
Mr. Schaff has been the Portfolio Manager for the firm’s large cap value product since 1988. Mr. Schaff started his career as a Business Analyst for Chevron Corporation in 1980 and was one of the principal analysts responsible for divestiture valuations during the Chevron/Gulf Oil merger. In 1985, he joined the San Francisco based asset management firm of J. Stewart Investments as a Senior Investment Analyst and Portfolio Manager. In 1986, Mr. Schaff co-founded Bay Isle with Dr. Gary Pollock. He is a member of the San Francisco Analysts Society and a board member of the Alameda County Employees’ Retirement Board. Mr. Schaff has a Master’s degree in engineering from University of California, Davis.

Mr.  Gary Pollock, CFP

Portfolio Manager
Tel : 415 705 7777
Prior to founding the firm, Dr. Pollock developed his analytical skills through almost 20 years of financial, management, and strategic business planning experience at Chevron Corporation. While there, he wrote Chevron USA?s first strategic plan for the downstream operations and later was responsible for Chevron?s strategic planning for the worldwide refining and marketing operations. He has also been responsible for a number of major corporate acquisitions including the Gulf Chemical Company and the reorganization of Chevron?s $300 million chemicals division. In addition, Gary was a principal in the Energy Consulting Service (ECS) which provided a large database of financial and operating statistics to many of the major international oil companies. He has been a frequent guest on Bay Area radio talk shows and has been interviewed often by the print media. Dr. Pollock holds a Ph.D. in chemical engineering from McMaster University in Hamilton, Canada.

Mr.  Jakob Holm, CFA

Tel : 415 705 7777
Mr. Holm joined Bay Isle in 2000 and is responsible for analyzing equity instruments. He spent four years with Sand Hill Advisors as a research analyst covering a wide variety of industries including communications, financials, and technology. Mr. Holm received a Master of International Management degree at Thunderbird, American Graduate School of International Management, and a B.A. degree in economics from Augustana College. He is a member of AIMR and the San Francisco Analysts Society.

Ms.  Lori Schumacher

Data Preparer
Tel : (800) 227-0486

Bay Isle Financial LLC Product Name

Report Created: September,20 2020.  Copyright Money Manager Review , All rights Reserved.

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