About
Richard Baird is currently the Senior Portfolio Manager at DRIVE WEALTH MANAGEMENT, LLC, based in St. George, Utah. He specializes in portfolio management for high net worth individuals, business owners, and corporate executives, focusing on tailored wealth advisory and financial planning services within sectors such as equities, fixed income, and diversified asset allocations.
Prior to joining Drive Wealth Management in September 2017, Baird served as President and CEO at Windriver Advisors and held the role of Chief Investment Officer at Zions Bank WSTN Nat'l Trust. His career spans nearly three decades, marked by leadership in investment strategy and advanced portfolio management for both institutional and individual clients.
Baird holds the Chartered Financial Analyst (CFA) designation from the CFA Institute and earned his MBA from the University of Colorado Colorado Springs. His significant contributions to the investment industry include developing sophisticated portfolios and providing expert guidance in asset allocation, retirement income strategies, and estate planning for affluent clientele.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Drive Wealth Management | Senior Portfolio Manager | Sep 2017 to Present | — |
| Windriver Advisors | President and Chief Executive Officer | May 2005 to Apr 2017 | — |
| Zions Bank WSTN Nat'l Trust | Senvp and Chief Investment Officer | Feb 1999 to Apr 2005 | — |
| Zions Bank | Chief Information Officer | Jan 1999 to Jan 2005 | — |
| First Security Investment Mangement | Vice President | Apr 1996 to Apr 1999 | — |
| Seafirst Bank | Vice President | Jan 1987 to Apr 1996 | — |
Education
CFA - Institute of Chartered Financial Analysts
1983 — 1986
University of Colorado Colorado Springs
Master of Business Administration
1981 — 1983
Others at Drive Wealth Management, LLC (6)
| Name | Role | Location |
|---|---|---|
| Associate | Lindon, UT , United States | |
| Chief Investment Officer | Salt Lake City, UT , United States | |
| Investment Analyst | Orem, UT , United States | |
| Principal | Lehi, UT , United States | |
| Investment Analyst | Lehi, UT , United States | |
M Matthew Davis | Research Analyst | Salt Lake City, UT , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
C Chris Heyman | Chief Investment Officer | Rovin Capital /ut/ /adv | Provo, UT , United States |
| Sr. Portfolio Manager Private Debt fund | Rovin Capital /ut/ /adv | Salt Lake City, UT , United States | |
| Associate | North Capital, Inc. | Salt Lake City, UT , United States |