Stephen Baird Email & Phone Number

Stephen Baird is a Director and the Senior Private Banker for Citi’s Ultra High Net Worth Private Bank in Denver. In this role he manages a team that advises and serves relationships with a select group of family offices, ultra high net worth families, financial sponsors and their companies, RIA's and multi-family offices.He is experienced in working with families of significant wealth, entrepreneurs, corporate executives and financial sponsor (private equity) firms and their principals.Stephen holds the Certified Investment Management Analyst ® and Certified Financial Planner® designations. He is a graduate of the University of Tennessee and has participated in executive programs at The Wharton School of the University of Pennsylvania, Stanford Graduate School of Business at Stanford University and Judge Business School at Cambridge University.He is an active member of Colorado Concern, a former Board Member of Society for Performing Arts and a Volunteer for Junior Achievement.

Listed skills include Wealth Management, Asset Management, Portfolio Management, Asset Allocation, and 15 others.