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Advisory Network

Baird's advisory network is an additional layer that helps guides our clients to their financial success. We lean on our specialists to ensure that we are providing the best guidance for your unique stages of life.

Internal Resources

Darrian Hornedo

Estate Planner

704-571-7377

dhornedo@rwbaird.com

Darrian helps to create and present estate plan reviews as well as answering any questions ranging from account titling to trust/estate administration.

Kelsey Clair

Senior Tax Strategist

704-571-7377

kclair@rwbaird.com

Kelsey aids with reviewing clients' unique tax situations to develop and implement tax efficient strategies to assist clients in achieving their financial goals.

Laura Thurow

Executive Director of Wealth Solutions and Operations

414-298-1820

lthurow@rwbaird.com

Laura Thurow is Director of Private Wealth Management Research and Products & Services at Baird, where she is responsible for all research efforts focused on Private Wealth Management. This includes outside money manager and mutual fund research in support of the Recommended Manager and ALIGN programs, as well as individual stock, bond and ETF research and portfolio analysis.

She is co-portfolio manager of the ALIGN Strategic Portfolios, and a voting member of the Investment Policy, Manager & Policy, ALIGN, Mutual Fund, Structured Products and Managed Futures Oversight committees. Laura also works directly with Financial Advisors providing investment and sales strategy and consultation. Prior to joining Private Wealth Management Research, Laura spent five years as a member of Baird’s Auto & Truck Supplier Equity Research team.

External Resources

Deborah Westrum Patterson

Vice President, Private Bank of TriState Capital

610-526-6777

dwestrum@tscbank.com

Debbie Westrum serves as Vice President, Private Bank at TriState Capital where she works closely with family offices and their clients, wealth management firms, entrepreneurs, and business owners. TriState Capital Private Bank...
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