Josh Baird
Operations
Operations
John Stephens, MD, MBA, CFA, CFP®
Josh Cohen
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.
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!
My favorite part of TCI is the family atmosphere. It is a very friendly, personable and inclusive work environment.
6929 E. Greenway Pkwy. Ste. 150
Scottsdale, AZ 85254
Phone: (480) 991-0401
josh.baird@tciwealth.comEducation
Pacific Lutheran University
Bachelor of Business AdministrationAccreditations, Awards & Accolades
Series 65
Hobbies & INTEREST
Golfing
Traveling
Foodie
Addison Adelberg, CFP®
AdvisorCody Cassidy, CFP®
Advisor, ShareholderDouglas L. Nelson, CPA, PFS
Advisor, ShareholderGuy Holman, CFP®
Advisor, ShareholderJennifer Means, MBA, CFP®
Advisor, ShareholderJerico Maddela, MBA, CFP®, AIF®, CWS®
AdvisorJohn Stephens, MD, MBA, CFA, CFP®
Advisor, ShareholderJosh Rennie, MBA, CFP®, AIF®
AdvisorJustin Rodriguez, CFP®
Advisor, ShareholderJustin Thomas, CFP®
Advisor, ShareholderKen Riebe
Advisor, ShareholderKristofer Lyons, CFP®, CWS®, ChFC®
AdvisorKyle Larson, CFP®
Advisor, ShareholderLauren Williams, CFP®, MBA
Advisor, ShareholderLily Graves, CFP®, CSRIC™
Advisor, ShareholderMichael Grosso, CFP®
Advisor, ShareholderMickey Abeshaus, MD, CFP®
Advisor, ShareholderRyan Halvorson, CFP®
AdvisorSam Swift, CFA, CFP®, AIF®
Advisor, Retirement Plans, ShareholderScott Bennett, CFP®
Advisor, ShareholderScott Styrmoe, MBA, CPA, CFP®
Advisor, ShareholderTroy Chrane, CFP®, MSPFP
AdvisorVanessa Burke Lee, MBA, CPA, CFP®, CFT™
Advisor, Shareholder6929 E. Greenway Pkwy. Ste. 150
Scottsdale, AZ 85254
Phone: (480) 991-0401
josh.baird@tciwealth.com