Joseph joined Baird in 2008 and is a Director within Baird’s Private Wealth Management division. For 30 years, Joseph has worked to service the needs of Native American communities, Alaska Native organizations, corporations, foundations and high net-worth individuals.

Prior to joining Baird, Joseph worked at Banc of America Investment Services (formerly Montgomery Securities) in San Francisco, where he worked closely with John Fitzgibbons. While there, Joseph led a team responsible for delivering comprehensive wealth management solutions to the firm’s most substantial U.S. and international clients. Before Montgomery Securities, Joseph was a financial consultant to a number of Fortune 500 companies and worked with several political organizations, including the White House.

Joseph and John are often presenters at national conferences, including the Native American Finance Officer’s Association Conference (NAFOA), Global Gaming Expo (G2E) and the Information Network’s Native American Finance Conference, where they discuss the preservation and growth of tribal assets.

Joseph graduated with a bachelor’s degree in Economics with an International Emphasis from the University of California, Los Angeles. Joseph earned his master’s degree in International Management from the Thunderbird School of Global Management.

Joseph is a FINRA Registered Representative with Series 7, 63 and 65 certifications.

Joining Baird in 2011, John has leveraged his prior experience as the Head of Wealth Management for ThinkEquity LLC, where he was responsible for all aspects of the practice, including investment consulting, manager selection, and concentrated stock strategies. He also has significant experience with multi-generational planning for family offices, having founded and managed a single-family office and served as a board member for a prominent multi-family office. John was also an investment advisor with Thomas Wiesel Partners.

John began his career in investment consulting at Montgomery Securities, where he worked closely with Joseph Hoon. For over 25 years, John and Joseph have worked to service the needs of Native American communities and Alaska Native organizations. Additionally, John and Joseph addressed the private wealth needs of corporate clients, advising on issues related to the sale, hedging and monetizing of restricted stock issues, corporate services and investment consulting.

John received his bachelor’s degree in Economics from Amherst College as well as a Certificate of Accounting from the University of Southern California’s Marshall School of Business.
John is a FINRA Registered Representative with Series 7, 24, 31, 53, 63 and 65 certifications.