The latest tax bill in Washington reshapes both individual planning strategies and the larger policy landscape. In our latest edition of Digest, Investment Strategist Ross Mayfield breaks this macro impact down with Strategas’ Managing Director of Policy Research Jeannette Lowe. https://bit.ly/4ntwekU
Baird
Financial Services
Milwaukee, WI 93,713 followers
Global Financial Expertise Focused on You. Discover the Baird Difference.
About us
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 $525 billion in client assets and employ more than 5,300 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/.
- Website
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http://www.rwbaird.com
External link for Baird
- Industry
- Financial Services
- Company size
- 5,001-10,000 employees
- Headquarters
- Milwaukee, WI
- Type
- Privately Held
- Founded
- 1919
- Specialties
- Wealth Management, Capital Markets, Asset Management, Private Equity, Investment Banking, Institutional Sales and Trading, Public Finance, Information Technology, Equity Research , Venture Capital, Administrative Support, Compliance, Internships, and Corporate Finance
Locations
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Primary
Get directions
777 East Wisconsin Avenue
Milwaukee, WI 53233, US
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227 West Monroe Street
Chicago, IL 60606, US
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15 Finsbury Circus
London EC2M, GB
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500 W. Jefferson Street
Suite 700
Louisville, KY 40202, US
Employees at Baird
Updates
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The Paul Purcell "Kids Win!" Annual Baird Education Grant was established in 2020 as a meaningful, lasting tribute to former Baird Chairman & CEO Paul E. Purcell. In 2025, nearly $1.5 million was awarded to 32 nonprofits across the country. https://bit.ly/3ZiAD0N
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This year, don’t just check the same boxes on your HR forms – make sure your benefits are aligned with your financial goals. https://bit.ly/3WShq4m
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Ron Johnson, CFP and Wealth Planner at Baird, recently shared insights with CNBC on recent changes to Social Security set to take effect in 2026. Read the article here: https://cnb.cx/4abStsA
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We hosted our 55th annual Global Industrial Conference in Chicago this month. With 2,100+ attendees, 8,800+ meetings completed and 285 presenting companies, the event united the top minds and insights of the industrial sector. Thank you to the clients and colleagues who contributed to this impactful event. We’re excited to build on this success at next year’s conference and beyond. Learn more about Baird’s global equities platform: https://bit.ly/48xYRJp
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Congratulations to October Ben Hogan Award Golfer of the Month, Nate Stevens from The University of Notre Dame. https://bit.ly/4plPoug
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Warren Pierson, Co-Chief Investment Officer, recently shared why fixed income is presenting compelling opportunities for investors. https://bit.ly/4p0suJn
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New tax provisions brought by this summer’s tax bill warrant special attention to your wealth plan. Here are five changes you should know about. https://bit.ly/4okXvHK
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Giving appreciated securities to charity can help both you and your favorite nonprofits. Here are the rules to keep in mind. Learn more here: https://bit.ly/49ifs4R