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2020 ANNUAL REPORT
2020 was an enormously challenging, fundamentally transformational year. The global pandemic, historic market volatility, and political and social unrest created an atmosphere of all-encompassing change. Despite the challenges, Baird held strong through the uncertainties. Our ballast point was, simply put, our commitment to our clients andBAIRD FOUNDATION
Baird Foundation supports nonprofit organizations aligned with our focus on health and human services, education, the arts and diversity. We believe in sharing our strong commitment to equality and opportunity for all, and we seek to support organizations where our associates are actively engaged in order to maximize our impact. SCHEDULE OF FEES AND SERVICE CHARGES Baird’s account fees and service charges are based on account type or service requested. This pricing information supersedes any prior pricing details and notices, and Baird reserves the right to change a fee upon notice. Other fees may apply. HILLIARD LYONS TRUST COMPANY Our trust experts are always accessible, providing you with the hands-on support you need to create your unique legacy. Working with your local Financial Advisor, you always have access to your trust officer and portfolio manager for the skillful guidance, cutting-edge tools and resources that can help you reach your financial goals, define your legacy and plan for generations.KALE OLSON - BAIRD
Kale Olson, Senior Vice President and Financial Advisor, is dedicated to cultivating relationships with clients by helping plot the road to your financial goals with prudent investment policy, wealth advancing strategies, and tax management techniques. Kale has 17 years of experience and has earned the Accredited Investment Fiduciary (AIFFINANCIAL ADVISOR
Baird Private Wealth Management. Mobile: (812) 319-9586. Office: (888)426-1481
RETIREMENT PLAN IMPLEMENTATION Your communication plan will outline an approach for your organization to address various goals, whether they include: Helping employees understand the benefits of their retirement plan. Implementing a monthly newsletter for participants. Suggesting options to maximize participation. Providing information to help increase deferrals.WILLIAM WOBBE
BWobbe@rwbaird.com. Quality, perspective, honesty and integrity: my core values are at the center of everything I do. You can count on that. From day one, I’m an advocate for you and your legacy. I believe in your success because I know how hard you’ve worked to get here, and I’m confident about everything you can accomplish in thefuture.
BAIRD | BAIRDLOGINWHO WE AREINVESTMENT BANKINGHILLIARD LYONS TRUST COMPANYBULL & BAIRD MARKET BLOG Baird is an employee-owned wealth management, capital markets, asset management and private equity firm. Leveraging our deep expertise and broad skills, we're dedicated to providing the best advice and service to our individual, corporate, institutional and municipal clients. LOGIN - BAIRD ONLINE Login - Baird Online. Important Notice. Baird Online support will be unavailable on Monday, May 31st 2021 in observance of Memorial Day. We will resume our regular business hours of Monday - Friday 7:00 AM - 6:00 PM (CST) on Tuesday, June 1st 2021. We apologize in advance for any inconvenience that this may cause and thank you for your patience2020 ANNUAL REPORT
2020 was an enormously challenging, fundamentally transformational year. The global pandemic, historic market volatility, and political and social unrest created an atmosphere of all-encompassing change. Despite the challenges, Baird held strong through the uncertainties. Our ballast point was, simply put, our commitment to our clients andBAIRD FOUNDATION
Baird Foundation supports nonprofit organizations aligned with our focus on health and human services, education, the arts and diversity. We believe in sharing our strong commitment to equality and opportunity for all, and we seek to support organizations where our associates are actively engaged in order to maximize our impact. SCHEDULE OF FEES AND SERVICE CHARGES Baird’s account fees and service charges are based on account type or service requested. This pricing information supersedes any prior pricing details and notices, and Baird reserves the right to change a fee upon notice. Other fees may apply. HILLIARD LYONS TRUST COMPANY Our trust experts are always accessible, providing you with the hands-on support you need to create your unique legacy. Working with your local Financial Advisor, you always have access to your trust officer and portfolio manager for the skillful guidance, cutting-edge tools and resources that can help you reach your financial goals, define your legacy and plan for generations.KALE OLSON - BAIRD
Kale Olson, Senior Vice President and Financial Advisor, is dedicated to cultivating relationships with clients by helping plot the road to your financial goals with prudent investment policy, wealth advancing strategies, and tax management techniques. Kale has 17 years of experience and has earned the Accredited Investment Fiduciary (AIFFINANCIAL ADVISOR
Baird Private Wealth Management. Mobile: (812) 319-9586. Office: (888)426-1481
RETIREMENT PLAN IMPLEMENTATION Your communication plan will outline an approach for your organization to address various goals, whether they include: Helping employees understand the benefits of their retirement plan. Implementing a monthly newsletter for participants. Suggesting options to maximize participation. Providing information to help increase deferrals.WILLIAM WOBBE
BWobbe@rwbaird.com. Quality, perspective, honesty and integrity: my core values are at the center of everything I do. You can count on that. From day one, I’m an advocate for you and your legacy. I believe in your success because I know how hard you’ve worked to get here, and I’m confident about everything you can accomplish in thefuture.
GLOBAL TEAM
Brian Doyal Managing Director Co-Head of Global Investment Banking. View Profile. Brian McDonagh Managing Director Co-Head of Global Investment Banking. View Profile. Robert Andrews Managing Director. View Profile. Leslie Cheek IV Managing Director. View Profile. Joel A. Cohen Managing Director. BAIRD CAPITAL ADDS REBECCA SCHLAGENHAUF AS VICE PRESIDENT Continues Expansion of Global Private Equity Team. CHICAGO – June 7, 2021 – Today, Baird Capital, the global private equity and venture capital arm of Baird, announced that Rebecca (Becca) Schlagenhauf has joined its Global Private Equity team as Vice President.She will focus on investments within the Industrial Technology & Solutions sectorM&A TRANSACTIONS
Transaction. Seller Location. Buyer Location. Amount (millions) Type. 05/24/2021. Nivel Parts & Manufacturing Co., LLC. Sale to InvestmentFunds Managed
BERRY DISCUSSES ESTATE PLANNING WITH CRAIN'S CHICAGO Baird's Rebekah Berry shares insights on the importance of developing a comprehensive estate plan and the process for a successful transferof wealth.
ABOUT WILLIAM W. BARROW Robert W. Baird & Co. 945 Bunker Hill Road, Suite 300 Houston, TX 77024 713-973-3800 877-792-3234 CONTACT US | BAIRD RETIREMENT MANAGEMENT Contact Us Bill Barrow: Direct Line: 713-973-3845 Email:wbarrow@rwbaird.com Office: Telephone: 713-973-3800 • 877-792-3234 Fax: 713-973-3850 Mailing Address: Robert W. Baird & Co. 945 Bunker Hill Road, Suite 300 Houston, TX 77024 REINVENTING FOOD AND BEVERAGE AN INDUSTRY RESPONDS … REINVENTING FOOD AND BEVERAGE . AN INDUSTRY RESPONDS TO COVID-19 . ABOUT THE PANELISTS. GLEN CLARKE . is a managing director in theconsumer and retail
HOME | VISTA PARTNERS Meet Vista Partners. In 1919, Baird was founded on a promise: we will always work to put our clients first. Today, we are dedicated as ever to maintaining the highest standards of service, integrity and discretion that we’ve become known for. Through life’s ups and downs, Vista Partners remain steadfast in our commitment to servingyou
AIRD’S VIRTUAL PCC CONFERENCE TAKEAWAYS vPCC Conference | OMNICHANNEL WITHIN E-COMMERCE Covid has driven years worth of e-commerce penetration in a few weeks, but e-commerce is becoming more complex to navigate as more channels are created withinits ecosystems
HOME | CHRISTOPHER BOMBA In 1919, Baird was founded on a promise: we will always work to put our clients first. Today, I am dedicated as ever to maintaining the highest standards of service, integrity and discretion that Baird has become known for. Through life’s ups and downs, I remain steadfast in our commitment to serving you, your family, and your future. BAIRD | BAIRDLOGINWHO WE AREINVESTMENT BANKINGHILLIARD LYONS TRUST COMPANYBULL & BAIRD MARKET BLOG Baird is an employee-owned wealth management, capital markets, asset management and private equity firm. Leveraging our deep expertise and broad skills, we're dedicated to providing the best advice and service to our individual, corporate, institutional and municipal clients. LOGIN - BAIRD ONLINE Login - Baird Online. Important Notice. Baird Online support will be unavailable on Monday, May 31st 2021 in observance of Memorial Day. We will resume our regular business hours of Monday - Friday 7:00 AM - 6:00 PM (CST) on Tuesday, June 1st 2021. We apologize in advance for any inconvenience that this may cause and thank you for your patience2020 ANNUAL REPORT
2020 was an enormously challenging, fundamentally transformational year. The global pandemic, historic market volatility, and political and social unrest created an atmosphere of all-encompassing change. Despite the challenges, Baird held strong through the uncertainties. Our ballast point was, simply put, our commitment to our clients andBAIRD FOUNDATION
Baird Foundation supports nonprofit organizations aligned with our focus on health and human services, education, the arts and diversity. We believe in sharing our strong commitment to equality and opportunity for all, and we seek to support organizations where our associates are actively engaged in order to maximize our impact. EXECUTIVE MANAGEMENT & MANAGING DIRECTORS The members of Baird's leadership team average more than 20 years at the firm, representing a continuing advocacy for the core values Baird was founded on in 1919. LOGIN - BAIRD ONLINE To learn more about Baird Online, please visit our Help pages. Contact Us. Call. 888-212-8843. 888-212-8843. Monday-Friday, 7:00 a.m to 6:00p.m (CT)
SCHEDULE OF FEES AND SERVICE CHARGES Baird’s account fees and service charges are based on account type or service requested. This pricing information supersedes any prior pricing details and notices, and Baird reserves the right to change a fee upon notice. Other fees may apply.2021 TAX FACTS
2021 Tax Facts, continued Robert W. Baird & Co. Incorporated. Baird does not provide tax advice. Please consult your tax advisor. Page 4 of 5 MEDICARE INCOME MUTUAL FUND TAX GUIDE Form 1099- B reporting may contain up to five distinct holding periods, based upon both the length of time the depleted shares were held and the basis reporting requirement of those shares.NAME OF FUND
Income by State or U.S. Territory The following chart provides information to assist you in determining the source of interest income earned on a state-by-state basis for BAIRD | BAIRDLOGINWHO WE AREINVESTMENT BANKINGHILLIARD LYONS TRUST COMPANYBULL & BAIRD MARKET BLOG Baird is an employee-owned wealth management, capital markets, asset management and private equity firm. Leveraging our deep expertise and broad skills, we're dedicated to providing the best advice and service to our individual, corporate, institutional and municipal clients. LOGIN - BAIRD ONLINE Login - Baird Online. Important Notice. Baird Online support will be unavailable on Monday, May 31st 2021 in observance of Memorial Day. We will resume our regular business hours of Monday - Friday 7:00 AM - 6:00 PM (CST) on Tuesday, June 1st 2021. We apologize in advance for any inconvenience that this may cause and thank you for your patience2020 ANNUAL REPORT
2020 was an enormously challenging, fundamentally transformational year. The global pandemic, historic market volatility, and political and social unrest created an atmosphere of all-encompassing change. Despite the challenges, Baird held strong through the uncertainties. Our ballast point was, simply put, our commitment to our clients andBAIRD FOUNDATION
Baird Foundation supports nonprofit organizations aligned with our focus on health and human services, education, the arts and diversity. We believe in sharing our strong commitment to equality and opportunity for all, and we seek to support organizations where our associates are actively engaged in order to maximize our impact. EXECUTIVE MANAGEMENT & MANAGING DIRECTORS The members of Baird's leadership team average more than 20 years at the firm, representing a continuing advocacy for the core values Baird was founded on in 1919. LOGIN - BAIRD ONLINE To learn more about Baird Online, please visit our Help pages. Contact Us. Call. 888-212-8843. 888-212-8843. Monday-Friday, 7:00 a.m to 6:00p.m (CT)
SCHEDULE OF FEES AND SERVICE CHARGES Baird’s account fees and service charges are based on account type or service requested. This pricing information supersedes any prior pricing details and notices, and Baird reserves the right to change a fee upon notice. Other fees may apply.2021 TAX FACTS
2021 Tax Facts, continued Robert W. Baird & Co. Incorporated. Baird does not provide tax advice. Please consult your tax advisor. Page 4 of 5 MEDICARE INCOME MUTUAL FUND TAX GUIDE Form 1099- B reporting may contain up to five distinct holding periods, based upon both the length of time the depleted shares were held and the basis reporting requirement of those shares.NAME OF FUND
Income by State or U.S. Territory The following chart provides information to assist you in determining the source of interest income earned on a state-by-state basis forGLOBAL TEAM
Brian Doyal Managing Director Co-Head of Global Investment Banking. View Profile. Brian McDonagh Managing Director Co-Head of Global Investment Banking. View Profile. Robert Andrews Managing Director. View Profile. Leslie Cheek IV Managing Director. View Profile. Joel A. Cohen Managing Director. BAIRD CAPITAL ADDS REBECCA SCHLAGENHAUF AS VICE PRESIDENT Continues Expansion of Global Private Equity Team. CHICAGO – June 7, 2021 – Today, Baird Capital, the global private equity and venture capital arm of Baird, announced that Rebecca (Becca) Schlagenhauf has joined its Global Private Equity team as Vice President.She will focus on investments within the Industrial Technology & Solutions sector HILLIARD LYONS TRUST COMPANY Our trust experts are always accessible, providing you with the hands-on support you need to create your unique legacy. Working with your local Financial Advisor, you always have access to your trust officer and portfolio manager for the skillful guidance, cutting-edge tools and resources that can help you reach your financial goals, define your legacy and plan for generations. BERRY DISCUSSES ESTATE PLANNING WITH CRAIN'S CHICAGO Baird's Rebekah Berry shares insights on the importance of developing a comprehensive estate plan and the process for a successful transferof wealth.
A MAN OF VISION, PASSION AND TIMELESS VALUES A Man of Vision, Passion and Timeless Values. On February 28, 2020, Paul E. Purcell, Baird Chairman and former President & CEO, passed away at the age of 73, surrounded by his wife and four children. For more than 25 of Baird's 100 years, Paul's vision, acumen and transformational leadership helped the firm achieve new heights ofgrowth and
ABOUT WILLIAM W. BARROW Robert W. Baird & Co. 945 Bunker Hill Road, Suite 300 Houston, TX 77024 713-973-3800 877-792-3234 CONTACT US | BAIRD RETIREMENT MANAGEMENT Contact Us Bill Barrow: Direct Line: 713-973-3845 Email:wbarrow@rwbaird.com Office: Telephone: 713-973-3800 • 877-792-3234 Fax: 713-973-3850 Mailing Address: Robert W. Baird & Co. 945 Bunker Hill Road, Suite 300 Houston, TX 77024 REINVENTING FOOD AND BEVERAGE AN INDUSTRY RESPONDS … REINVENTING FOOD AND BEVERAGE . AN INDUSTRY RESPONDS TO COVID-19 . ABOUT THE PANELISTS. GLEN CLARKE . is a managing director in theconsumer and retail
HOME | CLARK KING
About Clark King. In 1919, Baird was founded on a promise: we will always work to put our clients first. Today, I am dedicated as ever to maintaining the highest standards of service, integrity and discretion that Baird has become known for. Through life’s ups and downs, I remain steadfast in our commitment to serving you, your family, and AIRD’S VIRTUAL PCC CONFERENCE TAKEAWAYS vPCC Conference | OMNICHANNEL WITHIN E-COMMERCE Covid has driven years worth of e-commerce penetration in a few weeks, but e-commerce is becoming more complex to navigate as more channels are created withinits ecosystems
BAIRD | BAIRDLOGINWHO WE AREINVESTMENT BANKINGHILLIARD LYONS TRUST COMPANYBULL & BAIRD MARKET BLOG Baird is an employee-owned wealth management, capital markets, asset management and private equity firm. Leveraging our deep expertise and broad skills, we're dedicated to providing the best advice and service to our individual, corporate, institutional and municipal clients. LOGIN - BAIRD ONLINE Login - Baird Online. Important Notice. Baird Online support will be unavailable on Monday, May 31st 2021 in observance of Memorial Day. We will resume our regular business hours of Monday - Friday 7:00 AM - 6:00 PM (CST) on Tuesday, June 1st 2021. We apologize in advance for any inconvenience that this may cause and thank you for your patience2020 ANNUAL REPORT
2020 was an enormously challenging, fundamentally transformational year. The global pandemic, historic market volatility, and political and social unrest created an atmosphere of all-encompassing change. Despite the challenges, Baird held strong through the uncertainties. Our ballast point was, simply put, our commitment to our clients andBAIRD FOUNDATION
Baird Foundation supports nonprofit organizations aligned with our focus on health and human services, education, the arts and diversity. We believe in sharing our strong commitment to equality and opportunity for all, and we seek to support organizations where our associates are actively engaged in order to maximize our impact. SCHEDULE OF FEES AND SERVICE CHARGES Baird’s account fees and service charges are based on account type or service requested. This pricing information supersedes any prior pricing details and notices, and Baird reserves the right to change a fee upon notice. Other fees may apply. HILLIARD LYONS TRUST COMPANY Our trust experts are always accessible, providing you with the hands-on support you need to create your unique legacy. Working with your local Financial Advisor, you always have access to your trust officer and portfolio manager for the skillful guidance, cutting-edge tools and resources that can help you reach your financial goals, define your legacy and plan for generations.KALE OLSON - BAIRD
Kale Olson, Senior Vice President and Financial Advisor, is dedicated to cultivating relationships with clients by helping plot the road to your financial goals with prudent investment policy, wealth advancing strategies, and tax management techniques. Kale has 17 years of experience and has earned the Accredited Investment Fiduciary (AIFFINANCIAL ADVISOR
Baird Private Wealth Management. Mobile: (812) 319-9586. Office: (888)426-1481
RETIREMENT PLAN IMPLEMENTATION Your communication plan will outline an approach for your organization to address various goals, whether they include: Helping employees understand the benefits of their retirement plan. Implementing a monthly newsletter for participants. Suggesting options to maximize participation. Providing information to help increase deferrals.WILLIAM WOBBE
BWobbe@rwbaird.com. Quality, perspective, honesty and integrity: my core values are at the center of everything I do. You can count on that. From day one, I’m an advocate for you and your legacy. I believe in your success because I know how hard you’ve worked to get here, and I’m confident about everything you can accomplish in thefuture.
BAIRD | BAIRDLOGINWHO WE AREINVESTMENT BANKINGHILLIARD LYONS TRUST COMPANYBULL & BAIRD MARKET BLOG Baird is an employee-owned wealth management, capital markets, asset management and private equity firm. Leveraging our deep expertise and broad skills, we're dedicated to providing the best advice and service to our individual, corporate, institutional and municipal clients. LOGIN - BAIRD ONLINE Login - Baird Online. Important Notice. Baird Online support will be unavailable on Monday, May 31st 2021 in observance of Memorial Day. We will resume our regular business hours of Monday - Friday 7:00 AM - 6:00 PM (CST) on Tuesday, June 1st 2021. We apologize in advance for any inconvenience that this may cause and thank you for your patience2020 ANNUAL REPORT
2020 was an enormously challenging, fundamentally transformational year. The global pandemic, historic market volatility, and political and social unrest created an atmosphere of all-encompassing change. Despite the challenges, Baird held strong through the uncertainties. Our ballast point was, simply put, our commitment to our clients andBAIRD FOUNDATION
Baird Foundation supports nonprofit organizations aligned with our focus on health and human services, education, the arts and diversity. We believe in sharing our strong commitment to equality and opportunity for all, and we seek to support organizations where our associates are actively engaged in order to maximize our impact. SCHEDULE OF FEES AND SERVICE CHARGES Baird’s account fees and service charges are based on account type or service requested. This pricing information supersedes any prior pricing details and notices, and Baird reserves the right to change a fee upon notice. Other fees may apply. HILLIARD LYONS TRUST COMPANY Our trust experts are always accessible, providing you with the hands-on support you need to create your unique legacy. Working with your local Financial Advisor, you always have access to your trust officer and portfolio manager for the skillful guidance, cutting-edge tools and resources that can help you reach your financial goals, define your legacy and plan for generations.KALE OLSON - BAIRD
Kale Olson, Senior Vice President and Financial Advisor, is dedicated to cultivating relationships with clients by helping plot the road to your financial goals with prudent investment policy, wealth advancing strategies, and tax management techniques. Kale has 17 years of experience and has earned the Accredited Investment Fiduciary (AIFFINANCIAL ADVISOR
Baird Private Wealth Management. Mobile: (812) 319-9586. Office: (888)426-1481
RETIREMENT PLAN IMPLEMENTATION Your communication plan will outline an approach for your organization to address various goals, whether they include: Helping employees understand the benefits of their retirement plan. Implementing a monthly newsletter for participants. Suggesting options to maximize participation. Providing information to help increase deferrals.WILLIAM WOBBE
BWobbe@rwbaird.com. Quality, perspective, honesty and integrity: my core values are at the center of everything I do. You can count on that. From day one, I’m an advocate for you and your legacy. I believe in your success because I know how hard you’ve worked to get here, and I’m confident about everything you can accomplish in thefuture.
GLOBAL TEAM
Brian Doyal Managing Director Co-Head of Global Investment Banking. View Profile. Brian McDonagh Managing Director Co-Head of Global Investment Banking. View Profile. Robert Andrews Managing Director. View Profile. Leslie Cheek IV Managing Director. View Profile. Joel A. Cohen Managing Director. BAIRD CAPITAL ADDS REBECCA SCHLAGENHAUF AS VICE PRESIDENT Continues Expansion of Global Private Equity Team. CHICAGO – June 7, 2021 – Today, Baird Capital, the global private equity and venture capital arm of Baird, announced that Rebecca (Becca) Schlagenhauf has joined its Global Private Equity team as Vice President.She will focus on investments within the Industrial Technology & Solutions sectorM&A TRANSACTIONS
Transaction. Seller Location. Buyer Location. Amount (millions) Type. 05/24/2021. Nivel Parts & Manufacturing Co., LLC. Sale to InvestmentFunds Managed
BERRY DISCUSSES ESTATE PLANNING WITH CRAIN'S CHICAGO Baird's Rebekah Berry shares insights on the importance of developing a comprehensive estate plan and the process for a successful transferof wealth.
ABOUT WILLIAM W. BARROW Robert W. Baird & Co. 945 Bunker Hill Road, Suite 300 Houston, TX 77024 713-973-3800 877-792-3234 CONTACT US | BAIRD RETIREMENT MANAGEMENT Contact Us Bill Barrow: Direct Line: 713-973-3845 Email:wbarrow@rwbaird.com Office: Telephone: 713-973-3800 • 877-792-3234 Fax: 713-973-3850 Mailing Address: Robert W. Baird & Co. 945 Bunker Hill Road, Suite 300 Houston, TX 77024 REINVENTING FOOD AND BEVERAGE AN INDUSTRY RESPONDS … REINVENTING FOOD AND BEVERAGE . AN INDUSTRY RESPONDS TO COVID-19 . ABOUT THE PANELISTS. GLEN CLARKE . is a managing director in theconsumer and retail
HOME | VISTA PARTNERS Meet Vista Partners. In 1919, Baird was founded on a promise: we will always work to put our clients first. Today, we are dedicated as ever to maintaining the highest standards of service, integrity and discretion that we’ve become known for. Through life’s ups and downs, Vista Partners remain steadfast in our commitment to servingyou
MUTUAL FUND TAX GUIDE Form 1099- B reporting may contain up to five distinct holding periods, based upon both the length of time the depleted shares were held and the basis reporting requirement of those shares. HOME | CHRISTOPHER BOMBA In 1919, Baird was founded on a promise: we will always work to put our clients first. Today, I am dedicated as ever to maintaining the highest standards of service, integrity and discretion that Baird has become known for. Through life’s ups and downs, I remain steadfast in our commitment to serving you, your family, and your future. BAIRD | BAIRDLOGINWHO WE AREINVESTMENT BANKINGHILLIARD LYONS TRUST COMPANYBULL & BAIRD MARKET BLOG Baird is an employee-owned wealth management, capital markets, asset management and private equity firm. Leveraging our deep expertise and broad skills, we're dedicated to providing the best advice and service to our individual, corporate, institutional and municipal clients. LOGIN - BAIRD ONLINE Login - Baird Online. Important Notice. Baird Online support will be unavailable on Monday, May 31st 2021 in observance of Memorial Day. We will resume our regular business hours of Monday - Friday 7:00 AM - 6:00 PM (CST) on Tuesday, June 1st 2021. We apologize in advance for any inconvenience that this may cause and thank you for your patience2020 ANNUAL REPORT
2020 was an enormously challenging, fundamentally transformational year. The global pandemic, historic market volatility, and political and social unrest created an atmosphere of all-encompassing change. Despite the challenges, Baird held strong through the uncertainties. Our ballast point was, simply put, our commitment to our clients and LOGIN - BAIRD ONLINE To learn more about Baird Online, please visit our Help pages. Contact Us. Call. 888-212-8843. 888-212-8843. Monday-Friday, 7:00 a.m to 6:00p.m (CT)
HILLIARD LYONS TRUST COMPANY Our trust experts are always accessible, providing you with the hands-on support you need to create your unique legacy. Working with your local Financial Advisor, you always have access to your trust officer and portfolio manager for the skillful guidance, cutting-edge tools and resources that can help you reach your financial goals, define your legacy and plan for generations. SCHEDULE OF FEES AND SERVICE CHARGES Related Disclosures. Scroll this page to view all related disclosures. 1 Annual IRA Fees are waived for 1) any IRA established as an Advisory or Advisory Choice account provided the minimum account value requirement is met, 2) all IRAs in statement households (Baird + networked) having less than $100,000 in total assets, where the household incurred at least $500 in fees/commissions for the HOME | CHRISTOPHER BOMBA In 1919, Baird was founded on a promise: we will always work to put our clients first. Today, I am dedicated as ever to maintaining the highest standards of service, integrity and discretion that Baird has become known for. Through life’s ups and downs, I remain steadfast in our commitment to serving you, your family, and your future.KALE OLSON - BAIRD
Kale Olson, Senior Vice President and Financial Advisor, is dedicated to cultivating relationships with clients by helping plot the road to your financial goals with prudent investment policy, wealth advancing strategies, and tax management techniques. Kale has 17 years of experience and has earned the Accredited Investment Fiduciary (AIF RETIREMENT PLAN IMPLEMENTATION Your communication plan will outline an approach for your organization to address various goals, whether they include: Helping employees understand the benefits of their retirement plan. Implementing a monthly newsletter for participants. Suggesting options to maximize participation. Providing information to help increase deferrals.WILLIAM WOBBE
BWobbe@rwbaird.com. Quality, perspective, honesty and integrity: my core values are at the center of everything I do. You can count on that. From day one, I’m an advocate for you and your legacy. I believe in your success because I know how hard you’ve worked to get here, and I’m confident about everything you can accomplish in thefuture.
BAIRD | BAIRDLOGINWHO WE AREINVESTMENT BANKINGHILLIARD LYONS TRUST COMPANYBULL & BAIRD MARKET BLOG Baird is an employee-owned wealth management, capital markets, asset management and private equity firm. Leveraging our deep expertise and broad skills, we're dedicated to providing the best advice and service to our individual, corporate, institutional and municipal clients. LOGIN - BAIRD ONLINE Login - Baird Online. Important Notice. Baird Online support will be unavailable on Monday, May 31st 2021 in observance of Memorial Day. We will resume our regular business hours of Monday - Friday 7:00 AM - 6:00 PM (CST) on Tuesday, June 1st 2021. We apologize in advance for any inconvenience that this may cause and thank you for your patience2020 ANNUAL REPORT
2020 was an enormously challenging, fundamentally transformational year. The global pandemic, historic market volatility, and political and social unrest created an atmosphere of all-encompassing change. Despite the challenges, Baird held strong through the uncertainties. Our ballast point was, simply put, our commitment to our clients and LOGIN - BAIRD ONLINE To learn more about Baird Online, please visit our Help pages. Contact Us. Call. 888-212-8843. 888-212-8843. Monday-Friday, 7:00 a.m to 6:00p.m (CT)
HILLIARD LYONS TRUST COMPANY Our trust experts are always accessible, providing you with the hands-on support you need to create your unique legacy. Working with your local Financial Advisor, you always have access to your trust officer and portfolio manager for the skillful guidance, cutting-edge tools and resources that can help you reach your financial goals, define your legacy and plan for generations. SCHEDULE OF FEES AND SERVICE CHARGES Related Disclosures. Scroll this page to view all related disclosures. 1 Annual IRA Fees are waived for 1) any IRA established as an Advisory or Advisory Choice account provided the minimum account value requirement is met, 2) all IRAs in statement households (Baird + networked) having less than $100,000 in total assets, where the household incurred at least $500 in fees/commissions for the HOME | CHRISTOPHER BOMBA In 1919, Baird was founded on a promise: we will always work to put our clients first. Today, I am dedicated as ever to maintaining the highest standards of service, integrity and discretion that Baird has become known for. Through life’s ups and downs, I remain steadfast in our commitment to serving you, your family, and your future.KALE OLSON - BAIRD
Kale Olson, Senior Vice President and Financial Advisor, is dedicated to cultivating relationships with clients by helping plot the road to your financial goals with prudent investment policy, wealth advancing strategies, and tax management techniques. Kale has 17 years of experience and has earned the Accredited Investment Fiduciary (AIF RETIREMENT PLAN IMPLEMENTATION Your communication plan will outline an approach for your organization to address various goals, whether they include: Helping employees understand the benefits of their retirement plan. Implementing a monthly newsletter for participants. Suggesting options to maximize participation. Providing information to help increase deferrals.WILLIAM WOBBE
BWobbe@rwbaird.com. Quality, perspective, honesty and integrity: my core values are at the center of everything I do. You can count on that. From day one, I’m an advocate for you and your legacy. I believe in your success because I know how hard you’ve worked to get here, and I’m confident about everything you can accomplish in thefuture.
BAIRD CAPITAL ADDS REBECCA SCHLAGENHAUF AS VICE PRESIDENT Continues Expansion of Global Private Equity Team. CHICAGO – June 7, 2021 – Today, Baird Capital, the global private equity and venture capital arm of Baird, announced that Rebecca (Becca) Schlagenhauf has joined its Global Private Equity team as Vice President.She will focus on investments within the Industrial Technology & Solutions sector BERRY DISCUSSES ESTATE PLANNING WITH CRAIN'S CHICAGO Baird's Rebekah Berry shares insights on the importance of developing a comprehensive estate plan and the process for a successful transferof wealth.
SCHEDULE OF FEES AND SERVICE CHARGES Related Disclosures. Scroll this page to view all related disclosures. 1 Annual IRA Fees are waived for 1) any IRA established as an Advisory or Advisory Choice account provided the minimum account value requirement is met, 2) all IRAs in statement households (Baird + networked) having less than $100,000 in total assets, where the household incurred at least $500 in fees/commissions for theCASH SWEEPS PROGRAM
Cash Sweeps Program. Baird’s Cash Sweep Program provides you the opportunity to earn income on available cash balances held in your Baird accounts. If you elect to be in the program, your available cash in your Baird account is automatically deposited or swept in an interest-bearing account maintained at one or more participating banks(the
ABOUT WILLIAM W. BARROW Robert W. Baird & Co. 945 Bunker Hill Road, Suite 300 Houston, TX 77024 713-973-3800 877-792-3234 REINVENTING FOOD AND BEVERAGE AN INDUSTRY RESPONDS … REINVENTING FOOD AND BEVERAGE . AN INDUSTRY RESPONDS TO COVID-19 . ABOUT THE PANELISTS. GLEN CLARKE . is a managing director in theconsumer and retail
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HOME | VISTA PARTNERS Meet Vista Partners. In 1919, Baird was founded on a promise: we will always work to put our clients first. Today, we are dedicated as ever to maintaining the highest standards of service, integrity and discretion that we’ve become known for. Through life’s ups and downs, Vista Partners remain steadfast in our commitment to servingyou
3 0.14% 0.17% 0.19% 0.02% 0.05% 5 0.22% 0.43% 0.45% 0.02% Disclosures Fixed income is generally considered to be a more conservative investment than stocks, but bonds and other fixed income investments still carry SCHUTZ PERIGO GROUP OF BAIRD Our Mission. With over 90 years of combined wealth management experience, The Schutz Perigo Group works with clients located across the country to build, protect, and eventually transfer wealth in the most responsible and efficient ways possible. We work diligently with clients to prepare comprehensive financial plans and investmentsolutions
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