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 @ Bank of America
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2025 - now Private Client Advisor @ Bank of America Private Bank
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2022 - 2025 Senior Private Banker @ Citi
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2012 - 2022 Director @ Citi
2009 - 2012 Executive Director - Private Banker @ J.P. Morgan
2003 - 2009 Director - Portfolio Strategy Consultant @ UBS Group AG
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2003 - 2009 Director - Managed Accounts Consultant @ UBS Group AG
1997 - 2001 Corporate Banker - Healthcare Finance Group @ Truist

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Stephen Baird Education

University of Tennessee-Knoxville
BA
1992 - 1996
(CIMA)
Cambridge Judge Business School
(Empowering Leaders Program; Leadership)

Stanford University Graduate School of Business
(Behavioral Finance program)

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Stephen Baird Skills

Wealth Management
Asset Management
Asset Allocation

High Net Worth Individuals
Series 7
Portfolio Management
Equities
Alternative Investments
Corporate Finance
Private Equity

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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, Citi and JPMorgan. Stephen Baird holds a 1992 - 1996 BA @ 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 2 mobile phone numbers on RocketReach.

Stephen Baird Emails

Found 1 emails

@yahoo.com

Stephen Baird Phone Numbers

Found 3 phone numbers

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Others Named Stephen Baird

Stephen Baird

Chief Executive Officer (Prior CTO and COO) at The Nexus Group, Inc.

Stuart, FL, US
1
- gmail.com
5+
- +1 615-221-XXXX
- +1 615-221-XXXX
- +1 615-221-XXXX
- +1 203-746-XXXX
- +1 571-389-XXXX
- +1 615-221-XXXX
Stephen Baird

Executive Account Director at Microsoft

Hinsdale, IL, US
2
- microsoft.com
- fluidra.onmicrosoft.com
5+
- +1 312-623-XXXX
- +1 773-600-XXXX
- +1 651-402-XXXX
- +1 773-738-XXXX
- +1 773-491-XXXX
- +1 612-741-XXXX
Stephen Baird

Director at CBRE

San Francisco, CA, US
2
- cbre.com
- cbre.co.uk
3
- +1 415-254-XXXX
- +1 813-309-XXXX
- +1 415-772-XXXX
Stephen Baird

Managing Partner at Baird Partners, LLC

Harrison, NY, US
2
- aol.com
- gmail.com
4
- +1 347-234-XXXX
- +1 914-469-XXXX
- +1 914-251-XXXX
- +1 914-256-XXXX
Stephen Baird

Institutional Client Advisor at Bank of America

Denver, CO, US
1
- yahoo.com
3
- +1 713-661-XXXX
- +1 615-400-XXXX
- +1 615-226-XXXX
Stephen Baird

Founder and CEO at TrackFly

Sandy, UT, US
4
- yahoo.com
- trackfly.com
- gmail.com
- gaingrowretain.com
2
- +1 801-787-XXXX
- +1 801-722-XXXX

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