About Baird Trust
For 40 years, Baird Trust has helped high-net-worth individuals and institutions ensure their legacies across generations and through changing market cycles. They have helped transform ideas into action and establish legacies through a team of experts who understand you – your priorities, your values, your vision – as well as the broader investing environment. Baird Trust helps individuals and families protect, grow, and transfer wealth in a way that reflects their values and vision for the future. They work directly with Baird Financial Advisors, engaging Baird's estate and Financial Planning expertise along the way, to help establish trusts, settle estates, and administer charitable endowments and foundations. By handling the management responsibilities associated with these charitable vehicles, they free up family members to concentrate on the people and things that matter most. We are excited to announce that we have four full-time trust associates located at the Evansville branch. These associates give us the opportunity to foster personal, long-lasting connections between Baird Trust and our clients and their families.
Baird Trust
Tim Roe, CFA®
Senior Portfolio Manager
Jackie Russell, CFP®, CTFA
Vice President | Trust Officer
Miranda Schultheis
Vice President | Trust Officer
Emmy Kluemper
Trust Associate
If you think you or a loved one could benefit from working with Baird Trust, please reach out to your financial advisor.