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Experience

As the senior equity analyst for the investment research team, I lead the research and due diligence efforts related to equity strategies and serve as a technical resource for staff and clients on global equity markets. I provide thoughtful guidance and customized recommendations related to equity strategies across the market cap spectrum and geography. My clients are high-net-worth and ultra-high-net-worth individuals and families as well as foundations, endowments, and retirement plan sponsors.

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Specializes In

I can speak, read, and write Spanish. I lived in Queretaro, Mexico, for nearly a year, have visited Colombia numerous times, and believe that learning another language broadens your worldly horizons like few other challenges in life.

Additional Thoughts

Is the yield curve flashing a warning signal?
Jim Baird Wealth Management
Blog April 11, 2019 1 min read
Why not de-risk late in the cycle?
Jim Baird Wealth Management
Blog April 11, 2019 1 min read
Are interest rates at risk of choking off growth?
Jim Baird Wealth Management
Blog March 14, 2019 1 min read
Should investors be concerned about inflation?
Jim Baird Wealth Management
Blog March 14, 2019 1 min read