Company intelligence
Baird
Global Financial Expertise Focused on You. Discover the Baird Difference.
About Baird
Since 1919, Baird has guided families, businesses, communities and institutions toward their financial goals. Being privately held enables us to prioritize long-term planning and investment – for our clients and the firm – without having to weigh those against the quarterly expectations of outside shareholders. Today Baird offers wealth management, investment banking, asset management, fixed income and equity sales and trading, equity research, public finance and private equity services. This balance of cyclical and counter-cyclical businesses provides financial strength and stability across market environments and enables us to consistently reinvest in our ability to serve clients. We manage or oversee more than $560 billion in client assets and employ more than 5,400 Associates around the world. And, because nearly 85% of our associates are Baird stockholders, you can trust we all share a personal stake in your success. For more than 20 consecutive years, Baird has been one of the FORTUNE 100 Best Companies to Work For®, making us a workplace of choice for some of the most talented, passionate people in financial services. It also enables us to emphasize cultural compatibility in those we hire, many of whom stay their entire careers. All of this helps ensure the quality and consistency of our advice for clients and the timeless values that make the Baird Difference every day for our clients, our Associates and the communities we share. For more information, please visit https://www.rwbaird.com/bairddifference/.
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Signals from Baird
21 published signals
Research & Knowledge
Baird published an article on financial wellness and student loans.
Reported by Jason Jaworski
Operations & Supply
Baird announced that its office will be closed Monday, September 7, in observance of Labor Day.
Reported by Ben Hoeger, CFP®
Legal & Regulatory
Baird notes that the SECURE 2.0 Act introduced 529-to-Roth IRA rollovers beginning in 2024, subject to specific rules including an open 529 account requirement, recent contributions excluded, annual rollover limits, beneficiary earnings requirement, and a cumulative cap per beneficiary.
Reported by Cory Curry, CFP®, CSLP®
People
Baird Private Wealth Management welcomed Kimberly Blakely, CFP, to begin her next chapter with the Stites Harrison Resch Group.
Reported by Kimberly Blakely, CFP ®
People
Baird welcomed Janeanne Gregg to The Haws Falasco Miller Group, where she will serve as a new team member in the Cleveland office.
Reported by Kimberly Haws Falasco
People
Baird is hiring a Client Specialist for The Boulder Group in Boulder, Colorado
Reported by Karla Rivas Plata
Presence & Recognition
Baird visited the Cleveland branch and teams to help with their marketing efforts.
Reported by Joel Ondercin
People
Baird welcomed David Bains, CPWA, CIMA, and CEPA to its Private Wealth Management office in Sacramento, California.
Reported by David Caillier
People
Baird welcomed The Crandall Group to its Akron office.
Reported by Kimberly Haws Falasco
Presence & Recognition
Baird supported the Venture Asheville Innovation Summit as part of Asheville Entrepreneurship Week.
Reported by Colton Brookshire
People
Baird introduced Caitlyn CdeBaca as the team's new Retirement Plan Specialist.
Reported by Sean Miranda, CFP®, CPWA®
People
Baird welcomed associates who joined the firm in May and June
Reported by Karla Rivas Plata
People
Baird is hiring for a new role with John Brooks or Blair Martin
Reported by Blair Martin
People
Baird is hiring a Client Specialist for the Brooks Martin Group to join the team
Reported by Emma Roffler, MiM
People
Baird is hiring a Client Specialist in the Grass Valley, CA Office for the Lee & Dunn Group.
Reported by Karla Rivas Plata
People
Baird is accepting applications for the Private Wealth Management internship program for summer 2027 in the Louisville East branch, with applications closing on October 15th.
Reported by Bailey Mack
People
Baird is hiring a Branch Administrative Manager to lead and support the team.
Reported by Katie Bowers
Customers & Market
Baird provides tax and planning resources and expertise to help college sports families understand the tax and planning implications of Name, Image & Likeness payments.
Reported by Tim Steffen, CPA/PFS, CFP®, CPWA®
People
Baird hosted Service Excellence Training for a full-time associate.
Reported by Jason Jaworski
Customers & Market
Baird client Carrick Capital successfully completed a single asset CV for Saviynt.
Reported by Matt Russell
Customers & Market
Baird raised capital from eighteen investors across eight countries and four continents to achieve an oversubscribed outcome at Carrick Capital
Reported by Jeremy Duksin