Rick Baird

Rick manages fixed income and value equity strategies. He is a Chartered Financial Analyst 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. Rick 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 founded Wind River Advisors LLC, an investment firm acquired by Yellowstone Partners in 2009. Rick’s background includes Senior Vice President of Zions Bank and Chief Investment Officer of the investment division of Western National Trust Company, the 6-state Zions’ 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 is a past officer of the CFA Society of Salt Lake.