William Huston, CCO

Institutional Services

Nidhi Gupta Harlalka, ICFAI

Investment Research

Aaron Longa

Qualified Plan Consultant

Mansi Manikpurkar

Endowment Consultant

Lydia Idem, MBA

Senior Investment Advisor

Christopher Tillman, CFA, CPA, ABV

Investment Strategy

Institutional Services

Strategic Partnerships

Bay Street Capital Holdings is an independent investment advisory, wealth management, and financial planning firm headquartered in Palo Alto, CA. We manage portfolios with the goal of maintaining and increasing total assets and income.  Although many advisors may focus on maximizing returns, we place a higher priority on managing total risk and volatility.

See How: Successfully Audit, Structure & Implement Low-Cost, Well-Managed DC Plans