Stephen Baird Email & Phone Number
Institutional Client Advisor @ Bank of America
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Stephen Baird Location
- Denver, CO, US
Stephen Baird Work
- 2025 -now Institutional Client Advisor @
- 2025 -now Private Client Advisor @
- 2022 -2025 Senior Private Banker @
- 2012 -2022 Director @
- 2009 -2012 Executive Director - Private Banker @
- 2003 -2009 Director - Portfolio Strategy Consultant @
- 2003 -2009 Director - Managed Accounts Consultant @
- 1997 -2001 Corporate Banker - Healthcare Finance Group @
Stephen Baird Education
- University of Tennessee-Knoxville
BA (Sigma Alpha Epsilon Fratenity)
1992-1996 -
(CIMA)
- Cambridge Judge Business School
(Empowering Leaders Program; Leadership)
- 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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