Florham Park, NJ Office

Team
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Robert Baird & Co. logo

Robert Baird & Co.

Institution

Firm-wide stats for Robert Baird & Co.

Total advisors

2,649

Across 300 offices

Clients per advisor

89 Typical

Avg AUM per client

$713,008 Very High

HNW client ratio

35% Very High

About

The DDK Group is a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals (including high net worth clients), corporate and business clients, pensions and profit‑sharing plans, and charitable organizations. The firm’s March 2026 Brochure describes a range of services including financial planning and consulting, discretionary and non‑discretionary portfolio management, separately managed account programs (DDK Recommended Managers, Baird SMA Network, Dual Contract), wrap programs, and custody and brokerage services.

Baird’s advisory work is delivered through a mix of manager‑traded and model‑traded SMA strategies, overlay management, tax‑management and direct‑indexing capabilities, and unified fee arrangements that separate advice and portfolio fees. The Brochure describes ongoing manager selection and monitoring by home‑office investment professionals, and notes the use of internal research and tools — including disclosures about the use of artificial intelligence — in formulating client advice.

Compared with many large peers, Baird highlights a number of distinctive features: it reported approximately $394 billion in regulatory assets under management as of December 31, 2025 and its Brochure discloses recent strategic minority investments and partnerships (for example in Reinhart Partners and Sagard affiliates) that create affiliations the firm may recommend. The Brochure also indicates the firm provides municipal advisory services — an activity that is relatively uncommon among large institutional advisers — and discloses other structural details (such as its broker‑dealer affiliation, cash sweep arrangements and trust alliances) that clients should consider when evaluating potential conflicts and service options.

Based on Robert Baird & Co.

Expertise

Wealth management Tax-loss harvesting

Based on Robert Baird & Co.

Occupation focus

Retired Founder/Business Owner

Based on Robert Baird & Co.

Location

200 Campus Drive, Ste 170

Florham Park NJ 07932

Advisors at this office

7

Advisors at this office

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Sara K

Series 63, Series 66

Florham Park, NJ

Robert Baird & Co.

Sara Kazarian is a financial advisor with Robert W. Baird & Co. and holds Series 63 and Series 66 registrations. She has 27 years of industry experience, having previously worked at Stifel, Nicolaus & Company, Wells Fargo Clearing, and Morgan Stanley. She is part of The DDK Group, a team within Baird’s Private Wealth Management department that 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, separately managed account programs, and brokerage services, supported by internal research and manager oversight.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Robert B

Series 63, Series 65

Florham Park, NJ

Robert Baird & Co.

Robert Browne is a financial advisor with Robert W. Baird & Co. in Florham Park, NJ, holding Series 63 and Series 65 licenses and possessing 37 years of industry experience. His prior roles include positions at Wells Fargo Clearing and A.G. Edwards & Sons, Inc. He has been with Robert W. Baird since 2016. The DDK Group, part of Robert W. Baird’s Private Wealth Management department, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, separately managed account programs, and municipal advisory services, supported by internal research and a mix of manager-traded and model-traded strategies.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Donald C

Series 63, Series 65

Florham Park, NJ

Robert Baird & Co.

Donald Cussen is a financial advisor at Robert W. Baird & Co. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at City National Bank and RBC Capital Markets. Outside of his advisory role, he serves as a director for the nonprofit Volunteer Lawyers for Justice. He is part of The DDK Group within Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services, including discretionary and non-discretionary strategies, using a combination of in-house and third-party managers.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Michael M

CFP®, Series 63, Series 66

Florham Park, NJ

Robert Baird & Co.

Michael Moore is a CFP® designated financial advisor at Robert W. Baird & Co. in Florham Park, NJ, with 28 years of industry experience. His prior work includes roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He has been with Robert W. Baird & Co. since 2017. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing manager-traded and model-traded strategies, tax management, and unified fee arrangements.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Thomas F

Series 63, Series 66

Florham Park, NJ

Robert Baird & Co.

Thomas Fusco is a financial advisor at Robert W. Baird & Co. with Series 63 and Series 66 designations. He joined Baird in 2025 after five years at Essentia Analytics, Inc., and has additional work experience at Mindbody, Inc. and Fairfield University. Fusco is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and separately managed accounts, supported by home-office investment professionals and proprietary research.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Scott R

Series 63, Series 66

Florham Park, NJ

Robert Baird & Co.

Scott Randolph is a financial advisor at Robert W. Baird & Co. with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Robert W. Baird since 2017, with prior roles at Wells Fargo Clearing and A.G. Edwards & Sons. Robert W. Baird & Co. serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations through its Private Wealth Management department. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and uses both manager-traded and model-traded strategies supported by internal research and technology.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
user avatar

Matthew O

Series 66

Florham Park, NJ

Robert Baird & Co.

Matthew Oconnor is a financial advisor at Robert Baird & Co. with 20 years of industry experience. He holds a Series 66 credential and previously worked for RBC Capital Markets, LLC for 16 years before joining Baird in 2024. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody and brokerage services, with an investment approach supported by internal research, manager-traded and model-traded strategies, and tax-management capabilities.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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