Baird

Milwaukee, United States Founded: 1919 • Age: 107 yrs
Financial services including wealth management and investment banking are offered by Baird.
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About Baird

Baird is a company based in Milwaukee (United States) founded in 1919. It operates as a Professional Services, and Commission-Based. Baird has completed 7 acquisitions, including Baird, Chautauqua Capital Management and Circuit Check. Baird offers products and services including Private Wealth Management, Global Investment Banking, Asset Management, Fixed Income Capital Markets, and Private Equity.

  • Headquarter Milwaukee, United States
  • Sectors
    Financial Services
  • Email
    ***********
  • Phone
    *********
  • Website
    *********
  • Social
    *********
  • Legal Name Robert W. Baird & Co. Incorporated
Operational Areas
Financial Services → Capital Markets & Trading
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Latest Funding Round
  • Investors
  • Employee Count
    Employee Count
  • Investments & Acquisitions
    Baird

    & 6 more

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Products & Services of Baird

Baird offers a comprehensive portfolio of products and services, including Private Wealth Management, Global Investment Banking, Asset Management, Fixed Income Capital Markets, and Private Equity. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.

Primary

Personalized financial planning and investment services are provided.

Investment banking solutions for corporations are globally offered.

Portfolio management services for risk-controlled performance are delivered.

Fixed income solutions for institutional clients are provided.

Venture and equity investments for growth are managed.

People of Baird
Headcount 1000-5000
Employee Profiles 473
Board Members and Advisors 8
Employee Profiles
People
Rebecca Ross
Vice President, Private Wealth Management
People
Rodney L. Jones-Tyson
Global Chief Human Resources Officer
People
Anastasia Sakkos
Private Wealth Management
People
Claire Eade
Trading Operations Specialist

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Board Members and Advisors
people
John Taft
Vice Chairman
people
James R. Allen
Vice Chairman
people
Jamie Denison-Pender
Operating Advisor
people
Kim Fleming
Vice Chair

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Funding Insights of Baird

Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Investments & Acquisitions by Baird

Baird has strategically engaged in corporate development activities, having acquired 7 companies. Notable acquisitions include Baird, Chautauqua Capital Management and Circuit Check. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Acquisitions
Company Name Description Domain Location Founded Year Amount
Diversified investment management services are provided globally.
2009
Research and advisory brokerage services are provided to institutional investors.
2006
Venture capital firm
2001
Company Name Description Domain Location Founded Year Amount
OVO is recognized as a smart digital payment application.
2017
Bionic investment advisor platform
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014

Financial Statements - Baird

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Baird Comparisons

Employees
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Competitors of Baird

Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Baird

Frequently Asked Questions about Baird

When was Baird founded?

Baird was founded in 1919.

Where is Baird located?

Baird is headquartered in Milwaukee, United States. It is registered at Milwaukee, Wisconsin, United States.

Who is the current CEO of Baird?

Jason De Sena Trennert is the current CEO of Baird.

What does Baird do?

A wide range of financial services is provided by Baird, encompassing private wealth management, asset management, global investment banking, fixed income capital markets, and private equity. Services are tailored for individuals, families, corporations, and institutional investors across the United States and globally. Solutions are delivered through specialized teams focusing on risk-controlled performance, sector-specific expertise, and personalized financial planning. Community engagement and sustainability are also prioritized, with contributions to local initiatives like the Baird Center in Wisconsin.

What products or services does Baird offer?

Baird offers Private Wealth Management, Global Investment Banking, Asset Management, Fixed Income Capital Markets, and Private Equity.

How many acquisitions has Baird made?

Baird has made 7 acquisitions, including Baird, Chautauqua Capital Management, and Circuit Check.

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