CEO Today - USA Awards 2023

Steve Booth Chairman & CEO of Robert W. Baird & Co. Baird is an international financial services firm providing Private Wealth Management, Trust, Asset Management, Investment Banking, Capital Markets and Private Equity services. Founded in 1919 in Milwaukee, Wisconsin, Baird’s financial advice and expertise has helped guide clients through changing market cycles and unexpected events across generations. Being privately held has enabled us to grow and manage our firm responsibly, from a position of enduring financial strength and with a longterm focus on the best interests of our clients, our associates and the communities we share. We have expanded into new markets and lines of business only where and when we know we can serve those clients well. Today Baird serves the investment and financial planning needs of individuals, families, small businesses, foundations, schools and other public entities throughout the United States as well as corporations and institutional investors around the world. And, because we are employee-owned, our clients can trust that we all share a personal stake in the successes we strive to help them achieve. At Baird we believe the global financial capabilities and expertise you want shouldn’t come at the expense of the personal service and commitment you deserve. That’s just one of the things that makes Baird different from other firms in our industry. And it’s because every decision we’ve made for more than 100 years – from the way we’ve structured our firm to the businesses we choose to be in – has been driven by our founding cultural principle: Clients Come First. Being privately held and employee owned lets us focus on your financial needs – not the short-term expectations of outside shareholders. This enables us to think and plan for the long-term, consistently reinvesting in our capabilities, expertise and technology to best serve you. It’s part of what makes us a workplace of choice for top talent from across our industry. It reinforces the foundation of our uniquely collaborative, clients-first culture because we all understand our collective reputation and resources are on the line every day. And it ensures we all share a meaningful, personal stake in the successes we strive to create for you. FIRM PROFILE www.rwbaird.com CEO Today USA Awards 2023 - WISCONSIN - - 75 -

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