Bill provides investment advice to some of the country’s wealthiest families. Over the course of his career, he has made his mark for cutting-edge advances in managing and preserving wealth and is considered one of the foremost experts in working with the wealthy. He is a noted speaker who appears regularly at national conferences on asset management, alternative investments and financial strategies.

Prior to Baird he was Managing Director of Credit Suisse First Boston’s Private Advisory, a high net worth advisory practice which he founded and led. Previously, he was Chairman and CEO of capital Resource Advisors, one of the largest investment consulting firms in the country with over $400 billion in assets and a blue chip list of institutional and private clients, including members of the Fortune 500 and Forbes 400. Prior to that, he founded and ran Donaldson, Lufkin & Jenrette’s Asset Consulting business advising clients with $20 million to over $1 Billion.

Bill founded Baird’s Investment Counsel Program at the University of Chicago , where he teaches wealth management and asset protection for the wealthy. He has served on various boards, including General Electric’s Advisory Board and the Executive Board of Baird’s Investment Oversight Committee. Among his many outside endeavors, Bill is currently a trustee for the City of Mettawa, Illinois.

Kim is Private Asset Management’s Director of Client Services. She is responsible for ensuring a top-flight client experience through management of all operational and service initiatives for the team. Kim has 35 years of investment industry experience. Prior to Baird Kim spent 26 years with Wayne Hummer Investments in Chicago.