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Lisa Russo

Lisa Russo

Senior Vice President, Private Wealth Management

PHONE: 941-364-4567

TOLL-FREE: 866-792-7537

FAX: 941-364-4550

ADDRESS:  5259 South Tamiami Trail,  Sarasota,  FL  34231

Baird Wealth Strategies

Baird Wealth Strategies is a program that offers live education and insights on timely wealth management topics. Please see the below list of upcoming and past topics and feel free to register for the most recent topic as it interests or provides value to you.

Please note dates, times and topics are subject to change.

Upcoming Events

Past Events

Topic: Finance for the Greater Good

Date: 8/21/2019 12:00 PM

Join John Taft, Vice Chairman of Baird and Katie Schoen, Manager of PWM Equity & Fixed Income Research, as they discuss some of the opportunities available for those investors interested in aligning their investments with their values.

Among the topics John and Katie will explore are:

  • Helping you better understand what Socially Responsible Investing (SRI) is
  • Identifying some of the investment solutions available in the SRI space
  • How you can incorporate your values into more than just your investments via a values based wealth management approach.

See more Baird Wealth Strategies  discussions.

* Dates, times and topics are subject to change