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Rick Baird, CFA
Director of Fixed Income

Rick was founder and President of WindRiver Advisors and is currently Director of Fixed Income for Yellowstone Partners. He is responsible for all fixed income management. He is a Chartered Financial Analyst (CFA) and member of the Institute of Chartered Financial Analysts. He has managed municipal bonds and equities for high net-worth clients and mutual funds for over 25 years. He managed the Achievement Municipal Bond Fund with performance in the top 4% of national municipal bond funds and was also manager of the Aquila Tax Free Fund for Utah. Rick was Senior Vice President of Zions Bank and Chief Investment Officer of the investment division of Western National Trust Company, the 6-state subsidiary. He was Vice President at Seafirst Bank in Seattle where he chaired the Equity Strategy Committee and Vice President at First Security Investment Management where he managed foundations and the firm’s municipal bond funds. Rick received a BS degree in Finance from BYU and studied in the MBA program at the University of Colorado. He is a past officer of the CFA Society of Salt Lake.

 

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