Josh Baird portrait

Josh Baird

Operations

Whether it’s economic data, new technology or market trends, I am passionate about absorbing as much industry knowledge as possible. I thrive on learning and actively seek opportunities to strengthen my skill set to better serve the Investment Management Team at TCI. In this role, we leverage our expertise to navigate trading complexities for all TCI clients. I am also currently pursuing the CFA designation, further deepening my expertise in investment management.

My journey in finance began at Pacific Lutheran University, where I earned my Bachelor of Business Administration with a concentration in Finance. After graduation, I spent four and a half years as an Investment Adviser at an RIA in Seattle, gaining valuable experience in portfolio management and client service.

In 2022, my wife and I made a big life change. We skipped a traditional honeymoon and packed up a U-Haul to move from Washington to Arizona in search of sunshine! We now live in Gilbert, where we spend our weekends hiking, exploring new restaurants and playing golf.

Awards

What are three fun facts about yourself?

1. Growing up, I loved all things sports—there was never a time when I didn’t have a glove, ball, golf club, or baseball bat in my hand. I went on to play basketball at Pacific Lutheran University.
2. My wife and I met in kindergarten.
3. We have a boxer/lab mix named Whiskey, who is the real star of our home!

favorite

Favorite part of TCI:

My favorite part of TCI is the family atmosphere. It is a very friendly, personable and inclusive work environment.

Get in touch with Josh Baird

  • Advisors
  • Client Service
  • Operations
  • Retirement Plans
  • Shareholders

Addison Adelberg, CFP®

Advisor

Cody Cassidy, CFP®

Advisor, Shareholder

Douglas L. Nelson, CPA, PFS

Advisor, Shareholder

Guy Holman, CFP®

Advisor, Shareholder

Jennifer Means, MBA, CFP®

Advisor, Shareholder

Jerico Maddela, MBA, CFP®, AIF®, CWS®

Advisor

John Stephens, MD, MBA, CFA, CFP®

Advisor, Shareholder

Josh Rennie, MBA, CFP®, AIF®

Advisor

Justin Rodriguez, CFP®

Advisor, Shareholder

Justin Thomas, CFP®

Advisor, Shareholder

Ken Riebe

Advisor, Shareholder

Kristofer Lyons, CFP®, CWS®, ChFC®

Advisor

Kyle Larson, CFP®

Advisor, Shareholder

Lauren Williams, CFP®, MBA

Advisor, Shareholder

Lily Graves, CFP®, CSRIC™

Advisor, Shareholder

Michael Grosso, CFP®

Advisor, Shareholder

Mickey Abeshaus, MD, CFP®

Advisor, Shareholder

Ryan Halvorson, CFP®

Advisor

Sam Swift, CFA, CFP®, AIF®

Advisor, Retirement Plans, Shareholder

Scott Bennett, CFP®

Advisor, Shareholder

Scott Styrmoe, MBA, CPA, CFP®

Advisor, Shareholder

Troy Chrane, CFP®, MSPFP

Advisor

Vanessa Burke Lee, MBA, CPA, CFP®, CFT™

Advisor, Shareholder

Get in touch with Josh Baird