Stephen Baird Email & Phone Number
Institutional Client Advisor @ Bank of America
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Stephen Baird Location
- Denver, CO, US
Stephen Baird Work
- Institutional Client Advisor @ (May 2025 - Present)
- Private Client Advisor @ (April 2025 - Present)
- Senior Private Banker @ (June 2022 - April 2025)
- Director @ (January 2012 - June 2022)
- Executive Director - Private Banker @ (September 2009 - May 2012)
- Director - Portfolio Strategy Consultant @ (January 2003 - January 2009)
- Director - Managed Accounts Consultant @ (January 2003 - January 2009)
- Corporate Banker - Healthcare Finance Group @ (January 1997 - January 2001)
Stephen Baird Education
- University of Tennessee, Knoxville
BA (Sigma Alpha Epsilon Fratenity)
1992-1996 - cambridge judge business school
(Empowering Leaders Program; Leadership)
- The Wharton School
(CIMA)
- Stanford University Graduate School of Business
(Behavioral Finance program)
Stephen Baird Skills
- Wealth Management
- Asset Management
- Asset Allocation
- High Net Worth Individuals
- Series 7
- Portfolio Management
- Equities
- Alternative Investments
- Corporate Finance
- Private Equity
- Commercial Banking
- Real Estate Financing
- Banking
- Capital Markets
- Investment Management
- Financial Services
- Finance
- Estate Planning
- Investments
- Retail Banking
- Project Management
- Loans
- Credit
- Account Management
- Strategy
Stephen Baird Summary
- Stephen Baird, based in Denver, CO, US, is currently a Institutional Client Advisor at Bank of America. Stephen Baird brings experience from previous roles at Bank of America Private Bank, Citi Private Bank and JPMorgan. Stephen Baird holds a 1992 - 1996 BA in Sigma Alpha Epsilon Fratenity @ University of Tennessee, Knoxville. With a robust skill set that includes Wealth Management, Asset Management, Asset Allocation, High Net Worth Individuals, Series 7 and more. Stephen Baird has 1 emails and 1 mobile phone numbers on RocketReach.
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