Cleveland, OH Office

Ian Huber is an advisor at Robert Baird & Co. with a Series 66 designation and no prior industry experience. Before joining the firm, he operated R&E Ground Keeping LLC and worked as a self-employed contractor. Robert Baird & Co. serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations through its Private Wealth Management department, offering a range of financial planning and portfolio management services that include separately managed account programs and tax-management strategies. The firm manages approximately $394 billion in regulatory assets and provides municipal advisory services alongside its investment advisory business.

Mark Hawthorne is a financial advisor with Robert Baird & Co. in Cleveland, OH, holding a Series 63 designation and 37 years of industry experience. He has been with Robert Baird & Co. since 1994. Robert Baird & Co. serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations through its Private Wealth Management department. The firm offers a wide range of financial planning and portfolio management services, utilizing manager-traded and model-traded strategies, tax-management techniques, and ongoing investment research.

Joseph Krueger II is a financial advisor at Robert W. Baird & Co. with 25 years of industry experience. He holds a Series 66 designation and has been with Robert W. Baird & Co. since 2015. Outside of his advisory role, he is a member of Bay Rockets Assoc, where he has check signing authority. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers customized consulting and portfolio services, including financial planning and both discretionary and non-discretionary portfolio management, utilizing a range of traditional and non-traditional investment strategies.

William Johnson is a financial advisor at Robert W. Baird & Co. in Cleveland, OH, holding a Series 66 designation with 10 years of industry experience. He has been with Robert W. Baird since 2016. Outside of his advisory work, he serves on the Investment Committee of L'Arche Cleveland, providing pro-bono investment consultation to the organization's portfolio. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody and brokerage services, utilizing a combination of manager-traded and model-traded strategies alongside internal research and technology.

Yasmeen Muhammad is a financial advisor at Robert Baird & Co. in Cleveland, OH, holding Series 63 and Series 66 licenses with six years of industry experience. Her prior roles include positions at Charles Schwab, Charles Schwab Bank, and KeyBank. She is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The group offers tailored financial planning and portfolio management services through a combination of in-house and third-party managers, including discretionary and non-discretionary strategies.

Frank Ferritto is a Series 66-licensed financial advisor with 13 years of industry experience. He has worked at Robert W. Baird since 2021 and previously spent nine years at UBS Financial Services. Based in Cleveland, OH, he is part of The DDK Group within Robert W. Baird & Co. The DDK Group advises a broad range of clients, including individuals, families, pensions, corporations, and charitable organizations, providing financial planning and portfolio management services. The team employs both in-house and third-party managers to tailor strategies that align with client goals and risk tolerances, offering a variety of investment approaches including traditional and non-traditional allocations.

Thomas Arbeznik is a financial advisor at Robert W. Baird & Co. with 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets before joining Baird in 2018. He is part of The DDK Group within Robert W. Baird & Co.'s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides a range of consulting and portfolio services, including discretionary and non-discretionary management, separately managed accounts, and customized investment strategies tailored to client goals and risk tolerances.

Michael Roethler is a financial advisor at Robert W. Baird & Co. in Cleveland, OH, holding a Series 66 designation and bringing 25 years of industry experience. He has been with Robert W. Baird since 2010. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides tailored consulting and portfolio services, including discretionary and non-discretionary management, separately managed accounts, and overlay strategies across a range of traditional and non-traditional investments.

Brian Kurtz is a financial advisor with Robert W. Baird & Co. in Cleveland, OH, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Robert W. Baird since 2001. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Jon Brausch is a financial advisor with Robert W. Baird & Co. in Cleveland, OH, holding Series 63 and Series 65 designations and bringing 37 years of industry experience. He has been with Robert W. Baird since 2009. Outside of his advisory role, he serves as a director and board member of The Tri-Motor Heritage Foundation, a historical preservation nonprofit, where he is involved in project oversight and fundraising. He works within the DDK Group at Robert W. Baird, which provides tailored wealth management services to individuals, families, institutions, and charitable organizations through a combination of consulting, portfolio management, and specialized overlay strategies.

Ryan Cox is a financial advisor with Robert W. Baird & Co. in Cleveland, OH, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. He has been with Robert W. Baird & Co. since 2008. Outside of his advisory role, Cox serves as mayor of Waite Hill Village, Ohio, and is involved with the Waite Hill Foundation, a local charitable organization. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which provides tailored financial planning and portfolio management services to individuals, families, and institutional clients. The group offers a range of investment strategies, including traditional and non-traditional allocations, alongside municipal advisory and public finance services.

Pamela Huston is a financial advisor at Robert W. Baird & Co. in Cleveland, OH, holding Series 66 and Series 63 credentials with 15 years of industry experience. She has been with Robert W. Baird since 2015. The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, separately managed accounts, and custody and brokerage services, supported by internal research and a range of investment strategies.

Katelyn King is a financial advisor with Robert W. Baird & Co. in Cleveland, OH, holding a Series 66 designation and three years of industry experience. She has been with Baird since 2022 and previously worked at Sherwin-Williams, Aerotek, and Uber. King is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and manager options to align with client goals and risk tolerances.

Jacob Layden is a financial advisor with Robert W. Baird & Co. in Cleveland, OH, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has been with Robert W. Baird since 2013. Outside of his advisory role, Layden coaches high school volleyball at Saint Ignatius High School. He is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides tailored financial planning and portfolio management services using a combination of in-house and third-party managers across a range of investment strategies.

Sandra Santana is a financial advisor at Robert W. Baird & Co. in Cleveland, Ohio, holding a Series 63 designation with 24 years of industry experience. She has been with Robert W. Baird since 2001. She is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.