Sign in
Richard Baird

Richard Baird

Senior Portfolio Manager at Drive Wealth Management, LLC

St. George, UT , United States

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

OrganizationRoleDate RangeDetails
Drive Wealth ManagementSenior Portfolio ManagerSep 2017 to Present
Windriver AdvisorsPresident and Chief Executive OfficerMay 2005 to Apr 2017
Zions Bank WSTN Nat'l TrustSenvp and Chief Investment OfficerFeb 1999 to Apr 2005
Zions BankChief Information OfficerJan 1999 to Jan 2005
First Security Investment MangementVice PresidentApr 1996 to Apr 1999
Seafirst BankVice PresidentJan 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)

NameRoleLocation
Dylan Payne
Dylan Payne
AssociateLindon, UT , United States
James Hawker
James Hawker
Chief Investment OfficerSalt Lake City, UT , United States
Josh Coombs
Josh Coombs
Investment AnalystOrem, UT , United States
Lowell Crabb
Lowell Crabb
PrincipalLehi, UT , United States
Conor McDuffie
Conor McDuffie
Investment AnalystLehi, UT , United States
M
Matthew Davis
Research AnalystSalt Lake City, UT , United States

Similar Fund Managers

NameRoleFundLocation
C
Chris Heyman
Chief Investment OfficerRovin Capital /ut/ /advProvo, UT , United States
Heidi Mayall
Heidi Mayall
Sr. Portfolio Manager Private Debt fundRovin Capital /ut/ /advSalt Lake City, UT , United States
John Figge
John Figge
AssociateNorth Capital, Inc.Salt Lake City, UT , United States