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About Baird


A Century of Growth and Success

A Century of Growth and Success

For 100 years, Baird has been a strong, stable and trusted financial partner across generations and market cycles.

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Privately held and employee-owned:

  • Our clients’ interests are always first 
  • We think long-term about the way we run and grow our businesses


In addition to Private Wealth Management, we offer:

  • Asset Management

  • Investment Banking/Capital Markets

  • Private Equity services

through offices in the United States, Europe and Asia

A Unique Culture

Everything we are, and hope to achieve is driven by a straightforward mission:

"To provide the best financial advice and service to our clients and be the best place to work for our associates."

Core Values

Core Values

  • Clients Come First
  • Quality is Our Measure of Success
  • How We Succeed is as Important as if We Succeed
  • Integrity is Irreplaceable
  • The Best Financial Advice is the Result of Expertise and Teamwork
  • We Seek Personal Balance in Home, Work and Community Involvement
Our Process

"Honesty in our business dealings and integrity in everything we do." - Robert W. Baird, Founder

Our History

"The clearest sign of our clients’ trust is the assets we manage and oversee for them. And we’re committed to earning that trust every day." - Mary Ellen Stanek, President of Baird Funds

Our Values

"Every day you should ask yourself “Did I do my best for my clients today?” If you do that, and you can honestly answer yes, then the rest should really take care of itself. - Beth Kavelaris, Director of Culture

Financial Strength

Because we’re employee-owned, we have a personal stake in making sure we do things right!

Five core businesses diversify our sources of revenue and broaden our capabilities for clients.

  • We are conservative in our use of debt and have significant unused bank commitments.
  • Our net capital is well in excess of regulatory requirements.
  • Baird offers client account protection in excess of SIPC limits through a special Lloyd’s of London insurance policy.
  • Our inherent stability enables us to reinvest in our capabilities and resources for clients, even in down market environments.

Of course, our real strength comes from the trust and confidence our clients place in us, best exemplified by more than $300 billion in assets they have entrusted to us.


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