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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 positive outlook for international equities still intact?
Jim Baird Wealth Management
Blog October 4, 2018 1 min read
With blue chip stocks performing so well, why invest in anything else?
Jim Baird Wealth Management
Blog October 4, 2018 1 min read
Explore the road ahead
Jim Baird Wealth Management
January 11, 2018 10 min read
Hurricane Florence weighs on September Retail Sales gain
Jim Baird Wealth Management
Blog October 15, 2018 1 min read