Full-Time
Posted on 9/23/2025
Wealth, capital markets, asset management provider
No salary listed
New York, NY, USA
In Person
Travel extensively (up to 75%) to provide on-site technical leadership and project management.
Baird & Associates is an employee-owned financial services firm serving individuals, corporations, institutional investors, and municipalities through three units: wealth management, capital markets, and asset management. Wealth management offers financial planning and investment management for high-net-worth individuals and families; capital markets provides equity research, sales and trading, and investment banking for corporate and institutional clients; asset management delivers a range of investment products and strategies. The company earns fees based on assets under management, commissions on trades, and fees for investment banking and other advisory services. Its goal is to provide comprehensive, client-focused financial guidance and services that help clients grow and protect their assets across different market conditions.
Company Size
51-200
Company Stage
N/A
Total Funding
N/A
Headquarters
Ottawa, Canada
Founded
1981
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Company Equity
Baird upgraded Capri Holdings to Outperform following a 13% share drop on Tuesday, calling the selloff excessive. The stock trades near nine times forward EBITDA, which Baird considers undemanding given depressed earnings. The firm maintained its $26 price target. Capri reported fiscal third-quarter results that beat Baird's estimates by approximately 2% on sales and EBIT, with earnings per share exceeding expectations by 4%. Gross margin declined 230 basis points year-on-year, within guidance, due to tariff-affected goods. Michael Kors showed sequential improvement in global retail sales, with management citing double-digit growth in full-price items. Baird expects Capri to return to revenue growth in fiscal 2027, supported by improving retail trends and ongoing brand investments.
The filing period for 2023 tax returns is in full swing, and the most eager filers may have already received their tax refund. If your client likes the idea of getting that refund each year – perhaps they view it as kind of a surprise bonus – you’ll want to remind them that a refund is really an interest-free loan to the government. With savings accounts paying a meaningful interest rate these days, they might be better off having control of their money sooner.Conversely, your clients who owe money this year may be waiting until the last possible moment to file to earn an extra bit of interest on their savings. But owing too much may mean being assessed an underpayment penalty, and with the IRS interest rate on underpayments currently at 8 percent annually, it’s a cost they would do best to avoid. Regardless of which camp your clients are in for 2023, this is the perfect time of year to help them think through a better tax payment strategy for 2024. YOUR REQUIRED ANNUAL PAYMENT
Baird, an employee - owned, international financial services firm, announced that Sebasti a n Daumueller has joined the firm's Global Investment Banking business as a managing director in the g lobal t echnology & services group, and Luca Noventa has joined as a Director in the Global Consumer group.
Sebastian Daumueller, who has spent nearly 10 years at Japanese bank DC Advisory, is joining Baird as a managing director within its technology investment banking team, according to people familiar with the appointment.
Baird is the inaugural recipient of TIME's 2022 "Dreamer of the Year" award.