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Robert W. Baird & Co. Inc.

Corporate Partner

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Baird’s highly respected Private Wealth Management team has a unique understanding of Native American cultures.  Our team within Robert W. Baird & Co. was created on our corporate philosophy of giving focused attention to Native American communities, Native American business enterprises & Alaska Native corporations in a range of services:

•    Advanced asset allocation analysis and portfolio strategies
•    Independent institutional management and research services
•    Brokerage and investment management
•    Cash Management/Capital Preservation
•    Private Equity/Alternative Investments
•    Minor’s Trust & Per Capita Distribution Strategies
•    Retirement Plans/Consulting
•    Educational Services

Our experience, perspective and respect for your distinct culture and governing infrastructure provides unique insight to assist and to guide tribal Leadership and their management teams in a collaborative fashion to make decisions for the community’s financial future.  At Baird, we also provide educational resources to our Native American partners in the form of seminars and internship opportunities.

Joseph Hoon, John Fitzgibbons and Patrick Cronin work with clients to develop an overall investment strategy.  The team currently manages over $1 billion in Native American & Alaska Native assets, including Investment Consulting, Investment Management & Private Equity.  Since 1994, our team has been advising and managing assets for high net worth individuals, foundations, corporations, Native American communities and Alaska Native corporations.  Our Team often presents at national conferences, including the Information Management Network’s Native American Finance Conference, the Native American Financial Officer’s Association Conference (NAFOA) and Global Gaming Expo (G2E), where they discuss the preservation and growth of tribal wealth.

Joseph S. Hoon                    
Private Wealth Management                
1400 Rocky Ridge Drive, Suite 250            
Roseville, CA 95661                    
Telephone: (916) 783-6518                           

John Fitzgibbons
Managing Director
Private Wealth Management
555 California Street, 49th Floor
San Francisco, CA 94104
Telephone: (415) 627-3225

Patrick Cronin, CFA, CAIA
Senior Institutional Consultant
Private Wealth Management
777 E. Wisconsin Avenue
Milwaukee, WI 53202
Telephone: (414) 298-2498