Stephen Baird
Stephen Baird is a Private Client Advisor with Bank of America Private Bank advising ultra high net worth and institutional clients nationwide. He has spent the past several decades working with a select group of family offices, ultra high net worth individuals, endowments, foundations, and financial sponsors.
Stephen leads a team that delivers expertise and high touch service across financial management and advisory services including investment management, treasury and cash management, wealth, estate and pre-transaction planning, credit, custody, capital markets access, trust and fiduciary services.
Prior to joining Bank of America, Stephen was a Director and Private Banker for Citi’s Ultra High Net Worth Private Bank in Denver, CO and Houston, TX where he was a member of the Citi Private Bank North America Banker Council and the Citibank Advisory Council. Prior to joining Citi Private Bank, Stephen was an Executive Director and Private Banker with J.P. Morgan. Preceding that, he was a Director and Portfolio Strategy Consultant at UBS where he led the regional consulting team for high net worth and institutional investors covering the Southern US. His banking career began in the management training program at Truist, formerly SunTrust, in Corporate and Investment Banking covering the healthcare and medical device industry.
Stephen has earned his CERTIFIED FINANCIAL PLANNER® and Certified Investment Management Analyst® designations. He is an honors graduate of The University of Tennessee and has participated in executive education programs at The Stanford University Graduate School of Business, The Wharton School of the University of Pennsylvania, and The Judge School of Business at Cambridge University.
Stephen is a member of Colorado Concern and a past board member of Society for the Performing Arts. He and his wife Heather have two daughters and they are members of Ravenna Country Club and Cherry Hills Community Church.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
For more than 200 years, Bank of America Private Bank has helped clients navigate the complex challenges of managing significant wealth. We draw on the Private Bank's personalized approach, as well as the resources of Bank of America, to help individuals and families, businesses, and institutions achieve their financial objectives. Whether you're looking to preserve and share wealth, build philanthropic legacies, or plan future growth, our commitment is to make your goals our priority. At Bank of America Private Bank, we take pride in our history and in serving our clients' best interest. We also value the continual pursuit of innovation in a constantly transforming world. We apply this perspective to help our clients anticipate and respond to evolving markets, changing environments and the growing complexities of the financial landscape. Mindful of the past, our focus in on providing today's clients with disciplined financial strategies and a bridge across generations.