$300MM AUM | $3.5MM GDC in
Blue Bell, PA

My name is Jim McGuire. I am the Managing Director of the Baird Branches in the Northeastern United States.
About Baird:
We are a private, employee owned financial services company, based in Milwaukee, WI.
Founded in 1919, Baird is an international financial services firm with more than $415 billion in client assets.
We provide Private Wealth Management, Trust, Asset Management, Investment Banking, Capital Markets and Private Equity services to clients through our offices in the
United States, Europe, and Asia.
As employee-owners, we manage for the long term, continuously building capabilities to best serve clients.
We conservatively manage our balance sheet and capital position to maintain financial flexibility in all types of market conditions.
For 19 years in a row, Baird has been recognized as one of the Fortune 100 Best Companies to Work For® .
In 2022, Baird achieved a perfect 100% on the Human Rights Campaign Foundation’s Corporate Equality Index for the sixth consecutive year
Finally, we have made 4 acquisitions over the past 8 years and are actively looking to expand into the Greater Boston Market with firms and advisors focused on
Putting Clients Interests First through Advisory Consulting and Financial Planning.
Recent Acquisitions:
2014
McAdams Wright Ragen had 180 employees and offered investment advisory, brokerage, equity research, bond and equity trading, asset management, institutional sales, and investment banking services. The company had seven offices in the Pacific Northwest and managed more than 10 billion in assets.
2018
Baird Continues Expansion in Northeast
M. Griffith, founded in 1947, had more than 40 employees, including 12 financial advisers. It was in New Hartford, N.Y., near Utica with 2 billion in assets.
2019
Hilliard Lyons and Hilliard Lyons Trust Co. have become wholly owned subsidiaries of Baird. That added more than 50 billion in assets
Founded in 1854, Hilliard Lyons was one of the nation's oldest investment firms and had nearly 1,000 employees, including more than 380 financial advisers, operating from more than 70 offices in 11 states.
2022
Century-old wealth management brand Baird is acquiring 75-year-old Hefren-Tillotson, adding $18 billion in client assets to Baird’s more than $400 billion.
Hefren-Tillotson will add 90 financial advisers working out of six Pittsburgh-area offices to the more than 1,300 advisers in Baird's Private Wealth Management business.