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Letter From Leadership

Baird has continued growing our firm to expand not just our footprint, but the resources and services we have available for our clients.

To that end, we are very proud to announce the addition of Hefren‐Tillotson (HT) to the Baird Private Wealth Management family. A western Pennsylvania institution since 1948, HT has become nationally recognized for its combination of comprehensive wealth management solutions and exceptional client service.

The cultural fit between our two businesses couldn't be greater. Like Baird, HT is a privately held firm with middle‐American roots, comprising nearly 100 Financial Advisors centered in the Pittsburgh area. HT's core values of integrity, teamwork and respect for the client mirror those of Baird. Their commitment to community is shown by the firm's outreach program, HT Cares.

And most critical of all is HT's devotion to excellence on behalf of its clients. "As a family‐founded firm, we have always understood the importance of family, goals and ambitions in working with our clients," says HT Chairman and CEO Kim Tillotson Fleming. "We chose to join Baird because they share those principles with us."

The merger is expected to be final by the end of this year, with Kim joining Baird's Executive Committee as Vice Chair. We look forward to building upon our successes as a united, collaborative firm, with even stronger capacities to serve you.

Mike Schroeder's Signature

Mike Schroeder
Chairman of Private Wealth Management

Erik Dahlberg's Signature

Erik Dahlberg
Private Wealth Management

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