EXECUTIVE LEADERSHIP Sam C. Ellington, CFA - Baird

Transcription

EXECUTIVE LEADERSHIPDonald L. Asfahl, J.D., CFA ChairmanPortfolio Manager502-588-8631DAsfahl@rwbaird.comMark K. Nickel, CFP Chief Investment is Staples, J.D.Chief Operating OfficerManaging Director502-588-1765CStaples@rwbaird.comTRUST STRATEGISTWillis W. Hobson, J.D.Senior Vice PresidentTrust Strategist502-588-8655WHobson@rwbaird.comMark J. McLennon, J.D., CFP , CPA,ChFC , CLU Vice PresidentTrust IO MANAGEMENTRoss A. DemmerleVice PresidentEquity Analyst502-588-1879RDemmerle@rwbaird.comLaura L. Dunne, CFA Senior Vice PresidentPortfolio Manager502-588-1805LDunne@rwbaird.comSam C. Ellington, CFA Senior Vice PresidentPortfolio Manager502-588-1206SEllington@rwbaird.comR. Scott King, CFA Senior Vice PresidentPortfolio Manager859-514-6434RSKing@rwbaird.comAndrew W. Means, CFA Director of Equity Investments502-588-8699AMeans@rwbaird.comTony SwindallSenior Vice PresidentDirector of Fixed Income502-588-1842TSwindall@rwbaird.comNicholas TompkinsAssistant Vice PresidentPortfolio Manager502-588-1748NTompkins@rwbaird.comGail Burke Tway, CFP Senior Vice PresidentDirector of Portfolio Management502-588-8616GTway@rwbaird.comDaron M. Van VactorSenior Vice PresidentPortfolio Manager502-588-8670DVanVactor@rwbaird.comJohn C. Watkins III, CFA Senior Vice PresidentEquity Portfolio Manager502-588-8694JWatkins@rwbaird.com

INVESTMENT SERVICES GROUPEmily N. BlackmanAssistant Vice PresidentSenior Portfolio Management Assistant502-588-1743EBlackman@rwbaird.comSteven DailyVice PresidentInvestment Support Analyst502-588-8490SDaily@rwbaird.comAngelina E. FrenchVice PresidentManager of Trust Performance502-588-8105AEFrench@rwbaird.comGrant HerringtonVice PresidentLead Trader502-588-8827GHerrington@rwbaird.comAngela S. KrillVice PresidentInvestment Operations Manager502-588-1129AKrill@rwbaird.comJohnny LauBrittany S. SealsPortfolio Management Assistant502-588-8426BSeals@rwbaird.comKymberly VaughnInvestment Support Analyst502-588-1174KVaughn@rwbaird.comTRUST ADMINISTRATIONBrandy ArsenaultAssistant Vice PresidentTrust Officer502-588-1239BArsenault@rwbaird.comAnn Brock, J.D.Vice PresidentTrust Officer502-588-1237ABrock@rwbaird.comLucie Brooks, J.D., CTFAVice PresidentManager of Trust fer Chinn, CTFAAssistant Vice PresidentSenior Investment Support Analyst502-588-1816JLau@rwbaird.comVice PresidentSenior Trust Tax Analyst502-588-8497JChinn@rwbaird.comAngela M. PurcellKaren ChowningSenior Vice PresidentDirector of Investment tive arie RogersDaniel W. Clifton, J.D.Portfolio Management Assistant502-588-1232JRogers@rwbaird.comVice PresidentTrust Officer502-588-1784DWClifton@rwbaird.com

Katherine KarwejnaTRUST ADMINISTRATION (cont.)Trust Associate502-588-8808KKarwejna@rwbaird.comJasmin L. Crawford, CTFAAssistant Vice PresidentTrust Officer502-588-1792JLCrawford@rwbaird.comEva M. Cutsinger, CTFASenior Vice PresidentDirector of Trust Services502-588-1776ECutsinger@rwbaird.comVictoria Gagel, CRSPVice PresidentTrust Officer502-588-1294VGagel@rwbaird.comRachel GrimesAssistant Vice PresidentTrust Associate502-588-1164RGrimes@rwbaird.comHeather M. Hardin, J.D.Coming SoonVice PresidentTrust Officer502-588-1701HHardin@rwbaird.comLopez High Jr.Trust Associate502-588-1163LHighJr@rwbaird.comStephanie KochComing SoonTrust Associate502-588-1285SMKoch@rwbaird.comSarah LaswellTrust Associate502-588-1871SLaswell@rwbaird.comRobert Miles Lee III, J.D.Associate Trust Counsel502-588-1216RMLee@rwbaird.comChristopher Lynch, CTFAVice PresidentTrust Officer502-588-1238CLynch@rwbaird.comAnn Maloney, CTFAVice PresidentTrust Officer502-588-4125AMaloney@rwbaird.comPatricia MauckYolander HughesAssistant Vice PresidentTrust Officer502-588-8192YHughes@rwbaird.comDebbi JenkinsAssistant Vice PresidentTrust Officer502-588-1874DJenkins@rwbaird.comTrust Associate502-588-9133PMauck@rwbaird.comLeigh Ralston, CRSP, CISPSenior Vice PresidentDirector Trust Administration502-588-8623LRalston@rwbaird.com

Braedon E. Tabor, J.D.TRUST ADMINISTRATION (cont.)Assistant Vice PresidentTrust Officer513-345-5251BTabor@rwbaird.comJonathan Raymon, J.D., CTFAVice PresidentCharitable Solutions Strategist502-588-4110JRaymon@rwbaird.comBAIRD TRUST NASHVILLEElla B. Neely, J.D.Susan D. Satram, CTFAVice PresidentManager of Trust g SoonLisa G. SmithAssistant Vice PresidentManager of Trust Middle Office502-588-1837LGSmith@rwbaird.comJeffrey D. Uhling, J.D., LL.M.Senior Vice PresidentTrust Counsel502-588-8466JUhling@rwbaird.comBAIRD TRUST EVANSVILLERebekah J. Dodd, CTFAVice PresidentTrust Officer615-341-7034ENeely@rwbaird.comJoanna C. SmithComing SoonVice PresidentTrust Officer615-341-6151JCSmith@rwbaird.comESTATE SETTLEMENTMary Bone, CTFAAssistant Vice PresidentTrust & Estate Settlement Officer502-588-1793MBone@rwbaird.comJonda GaudinAssistant Vice PresidentTrust Officer812-428-5103RDodd@rwbaird.comAssistant Vice PresidentTrust & Estate Settlement Officer502-585-8909JGaudin@rwbaird.comJacqueline K. Russell, CFP , CTFAKathleen A. Whitfill, CTFAVice PresidentTrust Officer812-428-5147JRussell@rwbaird.comSenior Vice PresidentTrust & Estate Settlement Manager502-588-1214KWhitfill@rwbaird.comBAIRD TRUST CINCINNATIShannon Whitt-GoersElizabeth L. Bach, J.D., CTFAVice PresidentTrust Officer513-345-5259EBach@rwbaird.comEstate Settlement Associate502-588-1746SWhitt-Goers@rwbaird.comMary ZipfelEstate Settlement Associate502-588-4189MZipfel@rwbaird.com

MARKETINGBAIRD TRUST INTERNSAdam FrenchHayden E. JusticeSenior Vice PresidentDirector Trust Marketing & Communications414-298-7668AFrench@rwbaird.comTrust Intern502-588-1769HJustice@rwbaird.comJohn PowellTRUST OPERATIONSPamela B. GroherVice PresidentTrust Operations Lead502-588-8815PGroher@rwbaird.comSonya LordTrust Operations Associate502-588-8944SLord@rwbaird.comJabez MahanTrust Operations Associate502-588-1806JMahan@rwbaird.comTheresa SchablikVice PresidentManager of Trust Operations502-588-1738TSchablik@rwbaird.comJohn SteppTrust Operations Associate502-588-1781JStepp@rwbaird.comHayden StumpTrust Operations Associate502-585-8977HStump@rwbaird.comMari Beth WhittenTrust Operations Associate502-588-1712MWhitten@rwbaird.comComing SoonTrust Intern502-588-1212JPowell@rwbaird.comWEALTH & FAMILY OFFICERob Crady, CTFADirectorRelationship Manager502-588-4180RCrady@rwbaird.comMelissa W. LevakTrust Associate502-588-1787MLevak@rwbaird.comJanet MastersonAssistant Vice PresidentWealth & Family Office Associate502-588-4157JMasterson@rwbaird.comGus Pickerill, CTFASenior Vice PresidentTrust Officer502-588-1764GPickerill@rwbaird.comMichelle R. SnyderTrust Associate502-588-4155MRSnyder@rwbaird.comChase Speiden, CFP Senior Vice PresidentRelationship Manager502-588-4181CSpeiden@rwbaird.com

WEALTH & FAMILY OFFICE (cont.)Kimberly SutherlandExecutive Assistant502-588-4158KSutherland@rwbaird.comBryan Sperry, J.D.DirectorRelationship Manager502-588-4187BSperry@rwbaird.comKasé Stiefvater, J.D.Vice PresidentTrust Officer502-588-4184KStiefvater@rwbaird.comYano ToumaManaging Director502-585-8914YTouma@rwbaird.comJoel R. Wilson, J.D.Senior Vice PresidentTrust Officer502-585-8954JRWilson@rwbaird.comNita ZahndAssistant Vice PresidentWealth & Family Office Associate502-588-4152NZahnd@rwbaird.comCertified Financial Planner Board of Standards Inc. owns the certification marks CFP , CERTIFIED FINANCIAL PLANNER and federally registeredin the U.S., which it awards to individuals who successfully completeCFP Board’s initial and ongoing certification requirements. Baird Trust Company does not provide legal advice to clients. Clients must work with their own outside legal counsel. As of March 2022. 2022 Robert W. Baird & Co. Incorporated. MC-834562.

Jacqueline K. Russell, CFP , CTFA Vice President Trust Officer 812-428-5147 JRussell@rwbaird.com BAIRD TRUST CINCINNATI Elizabeth L. Bach, J.D., CTFA Vice President Trust Officer 513-345-5259 EBach@rwbaird.com Braedon E. Tabor, J.D. Assistant Vice President Trust Officer 513-345-5251 BTabor@rwbaird.com BAIRD TRUST NASHVILLE Ella B. Neely, J.D .