At Baird we have access to a deep bench of resources and talent to address all your wealth management needs. One of these integral partners is our affiliate Baird Trust, who helps us support individuals, families and institutional clients in the protection, growth, and transfer of their wealth. Their asset management, trust and estate planning expertise provides clients with strong solutions over multiple generations – helping ensure our clients’ families are taken care of throughout their life journey.
Mark Nickel, President and Chief Investment Officer of Baird Trust, discusses how Baird Trust is dedicated to helping clients grow and transfer their wealth.
For nearly 40 years, Baird Trust has provided asset management, trust administration and estate settlement services for a wide array of individuals and institutional clients. Baird Trust works with clients in 44 states, overseeing more than $15 billion in assets.
Baird Trust has 80 associates with an average of 22 years of experience in the financial services industry, most of which has been focused in the trust and investment management areas. Baird Trust professionals also average 12 years of service with the firm.
Baird Trust Company, a Kentucky state chartered trust company, is owned by Baird Financial Corporation ("BFC") and is affiliated with Robert W. Baird & Co. Incorporated (an SEC-registered broker-dealer and investment adviser), and other operating businesses owned by BFC, including Baird Capital, RiverFront Investment Group, LLC, Greenhouse Funds LLLP, Strategas Securities, LLC and Strategas Asset Management, LLC. All services of Baird Trust are not available in all states.