Richard Baird is a CFA® charterholder with 18 years of industry experience. He is currently a principal at Harborview Asset Management LLC, where he has worked since 2024. Prior to Harborview, he held roles at Drive Wealth Management, LLC, Holly Street Wealth Advisors, and Yellowstone Partners, LLC. Harborview Asset Management LLC provides discretionary investment management primarily focused on fixed-income strategies for individuals, high-net-worth clients, trusts, charitable organizations, and corporations. The firm manages concentrated, customized portfolios with an emphasis on investment-grade securities, structure, duration, and credit analysis.

Craig Davis is a CFA® charterholder and holds the Series 65 license, with 13 years of industry experience. He has worked at Harborview Asset Management LLC since 2018 and previously spent 10 years at Financial Insights, Inc., followed by four years at Drive Wealth Advisers. Harborview Asset Management LLC provides discretionary investment management to individual and high-net-worth clients, trusts, charitable organizations, and corporations. The firm focuses on fixed-income strategies supplemented by selective equity holdings and manages relatively large assets for a small client base, emphasizing customized, model-driven portfolios primarily in taxable accounts.