Foundations & Native Tribes

Baird has provided investment and management advice to our clients since 1919. We add value to our client relationships through investment management and consulting, strategic asset class rebalancing, and taking a hands-on, active approach to managing your investment portfolios.

The Meaning Behind the Money: The Confederated Tribes of the Grand Ronde

At Baird, our experience, perspectives and respect for the distinct culture and governing infrastructure of the Native American Communities, provides our team with unique insight to collaborate with tribal leadership and their management teams in making impactful decisions for the community’s financial future. We are proud to partner with the Confederated Tribes of Grande Ronde - and we invite you to hear direclty from their Chairwomen, Cheryle Kennedy.

Institutional Consulting Services

We are dedicated institutional consulting experts specializing in servicing foundations, endowments, certain trusts, pension funds and defined benefit plans. We provide objective advice and tailored solutions with a full understanding of each client’s unique mission and goals. Baird’s commitment to teamwork, integrity and keeping our clients’ interests first is founded on core principles that have guided our philosophy for over 100 years.

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Kathryn Nusbaum, CFA®, CFP®, CPA

Managing Director | Institutional Consulting Services

Kathryn is a Director on Baird’s Institutional Consulting Services team responsible for supporting institutional clients across the firm. Kathryn has over 20 years in the financial services industry serving high net worth families and institutional clients including endowments, foundations, Native American communities, Alaska Native based organizations and corporations. Prior to joining Baird, Kathryn spent her early career in NYC supporting Morgan Stanley’s Private Equity, Investment Banking and Institutional Securities groups. Kathryn has also served as an independent advisor and led a team at Vanguard. She is extremely active in the nonprofit community, having served in several leadership roles for the United Way over decades, was a member of the board for the NY Special Olympics Regional Games, is a sustaining member of the New York Junior League and is currently serving on the board of the HealthReach Community Clinic.

Kathryn received her BS from the Pennsylvania State University and an MBA in Finance from Fairleigh Dickinson University. She is a CFA® charterholder, a member of the CFA Society of Charlotte, a licensed Certified Public Accountant (CPA), and a Certified Financial Planner Professional (CFP®). Kathryn holds the Series 7, 63, 65 and 24 securities licenses.

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If you believe you could benefit from working with a financial professional, let’s review yours goals to see if you’re a good match for our practice.

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