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Robert W. Baird & Co.
Inc.
Baird’s highly respected Private Wealth Management team has a unique understanding
of Native American communities. Our team within Baird was created on our corporate
philosophy of giving focused attention to Native American communities & Alaska
Native corporations in a range of services:
• Advanced asset allocation analysis and portfolio strategies
• Independent
institutional management and research services
• Brokerage
and investment management
• Cash management
• Private
Equity/Alternative Investments
• Minor’s Trust & Per
Capita Distribution Strategies
Our team also provides services through Baird Advisors, which manages more than $15 billion in nationally recognized bond funds and portfolios. Employing a structured, risk-controlled approach, it has consistently outperformed industry benchmarks over full market cycles.
Joseph Hoon works with clients to develop an overall investment strategy. Joseph has sixteen years of experience advising and managing assets for high net worth individuals, foundations, corporations, Native American communities and Alaska Native corporations. Joseph is often a presenter at national conferences, including the Information Management Network’s Native American Finance Conference, the Native American Financial Officer’s Association Conference (NAFOA) and Global Gaming Expo (G2E), where he discusses the preservation and growth of tribal wealth.
Joseph S. Hoon
Senior Vice President
Private Wealth Management
1400 Rocky Ridge Drive, Suite 250
Roseville, CA 95661
(916) 783-6518
jhoon@rwbaird.com
Chris Graham
Director, Portfolio Manager
Private Wealth Management
5950 Berkshire Lane, Suite 1300
Dallas, TX 75225
214-373-2926
cgraham@rwbaird.com
Please contact Christina or Jim if you would like to become a member of NAFOA