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Baird Trust

Baird Trust

Ensure your Legacy. Your Way

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.  

About Baird Trust

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.

Tim Roe, CFA

Tim Roe, CFA

Tim is Senior Vice President and Senior Portfolio Manager for Baird Trust. He has over 30 years of experience in the investment industry and holds the Chartered Financial Analyst® designation.

John Watkins, CFA

John Watkins, CFA

John is a Director and Equity Portfolio Manager at Baird Trust. He is a Co-Portfolio Manager of the Large Cap Equity strategy and Co-Portfolio Manager of the Equity Income strategy. John has over 15 years of experience in the investment industry. He holds the Chartered Financial Analyst® designation and is a member of the CFA Institute and the CFA Society of Louisville.