People make all the difference

The varied expertise of our team goes far beyond investment management to encompass retirement planning, tax and estate planning, risk management, philanthropic planning, education planning, and the full spectrum of financial counseling services. The teams coming together to support our clients include specialists with designations and degrees ranging from CFP®, CFA® and CPA to MBA, JD, LLM and PhD.

But, you’ll benefit from more than our technical know-how. From every team member you work with, you’ll sense a willingness to collaborate and to understand and appreciate your views and preferences…along with a selfless dedication to helping you attain your goals.

Jack Baird, MBA

Fixed Income Portfolio Manager

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As a Fixed Income Portfolio Manager at The Colony Group, Jack is part of the team responsible for the firm’s fixed income portfolio strategies, both taxable and municipal, as well as the underlying research and analytical process. He monitors and analyzes the markets on a day-to-day basis and trades on behalf of our clients’ fixed income portfolios in an effort to provide stable returns.

Jack spent over eight years on the trading floor where he executed both portfolio construction and management. Previously, he was a Senior Trading Assistant for Wellington Management, assisting the fixed income trading desk with pre- and post-execution processes.

Jack earned a Master of Business Administration in Finance and a Bachelor of Science in Finance from Bentley College.

He enjoys spending time with his wife and two daughters. Fun fact – Jack pitched for the Single-A Affiliate of the St. Louis Cardinals.