Extended Team

Our team embraces a collaborative approach to wealth management, harnessing the expertise of our carefully selected Extended Team. Each member has been chosen for their exceptional professional knowledge and ability to deliver thoughtful, tailored solutions for high-net-worth clients. These seasoned professionals bring their specialized skill sets to bear on critical areas such as advanced wealth management, succession planning, and estate planning, ensuring comprehensive and strategic guidance.

BUSINESS OWNER SOLUTIONS

Andrew McKay

Managing Director

Andy has over 35 years' experience in executing middle-market M&A, investment, financial, valuation, and other business transactions. Prior to joining Baird, he was Head of Investment Banking at Hilliard Lyons. He is a...

Leo Whitt

Managing Director

Leo joined Baird in 2019 and is based in Cincinnati. Prior to joining Baird, Leo worked at Hilliard Lyons and previously served in Senior management positions for a number of private equity-backed portfolio...

Baird Trust

Jonathan Raymon, JD, CTFA*

Charitable Solutions Strategist

Jonathan focuses on charitable trusts (private foundations, charitable remainder, and charitable lead) and services to charitable organizations.

Mark Nickel, CFP®

President & Chief Investment Officer

Mark is President and Chief Investment Officer of Baird Trust. He has over 20 years of experience in the investment industry and holds the Certified Financial Planner® designation.Mark previously served as the Chief Investment...

Baird Family Wealth

Jaleigh White, CPA

Director

Jaleigh comes to Baird through the 2019 acquisition of Hilliard Lyons. In her new role, Jaleigh works with advisors and their most complex clients ensuring that all business owners, executives and multi-generational clients have...