Baird is a privately held, employee-owned financial services firm that focuses on long-term financial needs, reinvesting in capabilities, expertise, and technology to best serve clients. The company follows principles of integrity, transparency, and teamwork, with a clients-first culture known as The Baird Way. Baird offers financial advice and services including Private Wealth Management, Asset Management, Global Investment Banking, Capital Markets, and Private Equity.

Steve Booth

Baird

Obsidian Wisdom offers retirement planning services, focusing on creating multiple income streams and preparing clients for financial uncertainties during retirement.

Obsidian Wisdom

Fayez Sarofim & Co. is an independent, employee-owned global investment manager focused on sustainable growth investing.

Fayez Sarofim & Co.

dwpbank is involved in securities services and financial solutions for institutional and private clients.

Metric
Company Name	Baird	Obsidian Wisdom	Fayez Sarofim & Co.	dwpbank
Symbol
MSH ID	COM:RWBAIRD	COM:OBSIDIANWISDOM	COM:SAROFIM	DE:DWPBANK
Market	PRIVATE	PRIVATE	PRIVATE	PRIVATE
Sector	Finance	Financial Services & Finance	Financial Services & Finance	Financial Services & Finance
Industry	Financial Services	Investment Advice	Investment Management	Banking & Financial Services
Country		US	US	DE
Stage
Employee Count	101
Website	rwbaird.com	obsidianwisdom.com	sarofim.com	dwpbank.de
LinkedIn	robert-w-baird-&-co
Founders

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RWBA

COM:RWBAIRD

Baird

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