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February 12, 2016 12:02 AM ET

Capital Markets

Company Overview of Robert W. Baird & Co. Incorporated

Company Overview

Robert W. Baird & Co. Incorporated (Baird) provides wealth management, investment banking, asset management and private equity services to individuals, financial institutions, and corporate clients. Its services include fixed income investment management, M&A advisory, equity underwriting, private equity placements, and research. It also provides fixed income and institutional equity services sales and trading. The firm provides venture capital and makes private equity investments through Baird Venture Partners and Granville Baird Capital Partners. Baird targets industries including technology, industrial, consumer goods, healthcare, life sciences, financial services, real estate, manufactur...

777 East Wisconsin Avenue

Milwaukee, WI 53202

United States

Founded in 1919

Phone:

414-765-3500

Fax:

414-765-3912

Key Executives for Robert W. Baird & Co. Incorporated

Chief Executive Officer, President, Co-Head of Equity Capital Markets, Chief Operating Officer, Director and Member of Executive Committee
Managing Director
Age: 66
Chief Financial Officer
Age: 56
Managing Director, President of Private Wealth Management, Director, Member of Executive Committee, Member of Human Capital Committee, Member of Credit Committee, Member of Investment Advisory Committee, Member of Operations Committee, Member of Product Management Committee and Member of Diversity Steering Committee
Managing Director, Director of Asset Management, President of Baird Funds, Director, Chairman of Diversity Steering Committee and Member of Executive Committee
Age: 58
Compensation as of Fiscal Year 2015.

Robert W. Baird & Co. Incorporated Key Developments

Baird Names Chris A. Trumble as Vice President, Branch Manager of Wichita Office

Baird announced that Chris A. Trumble has been named as Vice President, Branch Manager of the firm's Wichita, Kansas wealth management office. Trumble will continue to serve clients as a financial advisor in his new role. Prior to joining Baird, Trumble spent eight years as a financial advisor at Morgan Stanley. He began his career in financial services after spending 17 years working at Cargill, where he managed global business initiatives.

Baird Announces Executive Changes

Baird announced that Steve Booth has been named as CEO, effective January 1, 2016. Booth adds the CEO title in addition to his role as President, which he was named in 2014 as part of a multiple-year transition plan. He succeeds Paul Purcell, who will continue as Chairman of the company. Booth previously led Baird's Investment Banking team and served as co-head of the firm's Equity Capital Markets business since 2006. Purcell was named President of Baird in 1998, added the title of CEO in 2000 and also became Chairman in 2006. Prior to joining Baird, Booth was at Kidder, Peabody & Co. in its Chicago Corporate Finance Office. Purcell will be an active Chairman, working closely with Booth and other Baird leaders to pursue the firm's top growth opportunities and to recruit new talent. He will also continue his deep involvement in Baird's private equity business as well as his long-tradition of serving the community. Among other things, he will continue to chair the Notre Dame Mendoza School of Business Advisory Council, serve as Co-Chair of Teach For America in Milwaukee, and sit on the boards of Alverno College, the United Performing Arts Fund (UPAF), Metropolitan Milwaukee Association of Commerce, The Cristo Rey Network and Junior Achievement in Chicago. He will also co-chair UPAF's 2016 Campaign.

Baird Announces Executive Changes

Baird announced that Steve Booth has been named CEO effective January 1, 2016. Booth adds the CEO title in addition to his role as President, which he was named in 2014 as part of a multiple-year transition plan. He succeeds Paul Purcell, who will continue as Chairman of the employee-owned international financial services firm. Booth previously led Baird's Investment Banking team and served as co-head of the firm's Equity Capital Markets business since 2006. Purcell will be an active Chairman, working closely with Booth and other Baird leaders to pursue the firm's top growth opportunities and to recruit new talent. He will also continue his deep involvement in Baird's private equity business as well as his long-tradition of serving the community.

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