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The Baird Speakers Bureau

Enlighten Your Audience

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For more than a century, Baird has provided financial advice, perspective and services for clients across market cycles and through changing macroeconomic environments. Our market and planning experts have provided vital perspective and insight for media outlets, including WSJ, Bloomberg, and Morningstar.

Through the Baird Speakers Bureau, these experts can share their insights with audiences at your event.

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Speakers

Headshot of Michael Antonelli on a blue background with an abstract Baird logo
Michael Antonelli

PWM Market Strategist 

Michael Antonelli blogs about the financial markets and economy. He has spoken on those topics (and more) to financial professionals at client events and with media, including BNN Bloomberg and Yahoo Finance Live.
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Headshot of Scott Grenier on a blue background with an abstract Baird logo
Scott Grenier, CFP®, CLU®, ChFC®

Manager, Tax & Estate Planning

Scott Grenier joined Robert W. Baird & Co. in 2010. Scott is currently a Financial and Estate Planner for Baird’s Private Wealth Management Group. He regularly speaks to financial advisors and clients about estate planning and related tax matters, and has written about these topics for industry publications.

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Headshot of Jeannette Haen on a blue background with an abstract Baird logo
Jeannette Haen

Vice President, Education Planning Consultant

Jeannette Haen is the Education Planning Consultant for Baird, where she has worked in the 529 and education planning space since 2007.

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Headshot of Erica Kroll on a blue background with an abstract Baird logo
Erica Kroll, CLTC®, CLU®

Vice President, Insured Solutions Consultant

Erica Kroll joined Baird in 2003, where she consults with Baird financial advisors and their clients to support their insurance-based planning needs. By working through the Baird Wealth Management process in a consultative manner, Erica is able to incorporate insurance into the overall financial plan to enhance the client’s goals and objectives.

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Headshot of Ross Mayfield on a blue background with an abstract Baird logo
Ross Mayfield, CFA®

Investment Strategist, PWM Equity and Fixed Income Research

Ross Mayfield is an Investment Strategist on Baird’s PWM Equity and Fixed Income Research team and a frequent commentor on these topics for media, including CNBC and Bloomberg.

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Headshot of Nic Reisenbichler on a blue background with an abstract Baird logo
Nic Reisenbichler

Manager, Investment Products

Nic Reisenbichler joined Baird in 2019 and has over 15 years of experience and extensive expertise in the features and benefits of various investment products. Nic oversees Baird’s Investment Products team, which is responsible for alternative investments, annuities, education planning, exchange-traded funds, mutual funds, structured products and unit investment trusts.

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Headshot of Jason Spitz on a blue background with an abstract Baird logo
Jason R. Spitz

Director, Business Owner Solutions

Jason Spitz has considerable expertise in the unique financial needs and concerns of small business owners. He started at Hilliard Lyons in 2017 and joined Baird in 2019. He works on business valuation assignments and assists with research, financial modeling and analytical support for M&A transactions.

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Headshot of Tim Steffen on a blue background with an abstract Baird logo
Timothy M. Steffen, CPA/PFS™, CFP®, CPWA®

Director of Advanced Planning

As Director of Tax Planning for Baird, Tim is responsible for researching, writing and speaking on important tax issues that impact Baird’s clients. He frequently speaks to the media – including Morningstar and Bloomberg Finance – on topics related to retirement planning, executive compensation, business owners, legislative changes and overall best practices.

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To discuss how a Baird Speaker could enhance your next event, call Peter Duback at 414-298-2426 or email PDuback@rwbaird.com

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