About Us

Part of Baird, the Baird Generational Wealth Group is a small team providing personalized attention to a select number of clients. Team members have extensive experience in financial services and multi-family office. They have demonstrated expertise, earned credentials such as CPA, CFA® and CFP® and have been recognized as industry thought leaders and for the way they serve their clients.

Baird, which is headquartered in Milwaukee, Wisconsin has been successfully doing business for over 100 years. With a global footprint, Baird is one of the largest privately held financial services firms in the country.

We are owners, and as such, we are proud of the recognition Baird has received by topping the Greenwich list of most trusted research on Wall Street and as one of Fortune Magazine’s Best 100 Places to Work. Being a “best place to work” means that we can attract the best talent to better serve our clients.

Baird is small enough to be responsive to our clients’ needs, yet large enough to gain access to the type of world-class investment resources that our clients expect. Still, it is Baird’s culture of putting our clients first, in all that we do that really sets us apart.

¹Coalition Greenwich 2022 surveys of North American Equity Investors. Surveys conducted with 94 small-cap and mid-cap fund managers, 241 generalist portfolio managers and 241 traders. Rankings for qualitative metrics based on leading research firms in surveys.