Pittsburgh Greensburg, PA 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

540 Pellis Road, Suite 1000

Pittsburgh Greensburg PA 15601

Advisors at this office

5

Advisors at this office

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Jack E

CFP®, Series 63, Series 66

Pittsburgh - Greensburg, PA

Robert Baird & Co.

Jack Ellenberger is a CFP® professional with 20 years of industry experience. He currently works at Robert Baird & Co. and previously spent 13 years at Hefren Tillotson, Inc. He volunteers on the finance and investment committees of the Greater Pittsburgh Community Food Bank and Grow Pittsburgh. The DDK Group at Robert W. Baird & Co., where he is based, serves high net worth individuals, corporate and business clients, pensions, and charitable organizations. The team offers a range of financial planning and portfolio management services, utilizing a mix of strategies and proprietary research, with over $390 billion in assets under management as of December 2025.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Matthew S

CFP®, Series 66

Pittsburgh - Greensburg, PA

Robert Baird & Co.

Matthew Snider is a CFP®-designated financial advisor with 27 years of industry experience. He currently works at Robert Baird & Co., joining the firm in 2022 after 23 years at Hefren Tillotson, Inc. Outside of his advisory role, he serves as treasurer for Faith Evangelical Lutheran Church and is a board member and investment committee participant at Clelian Heights. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which offers financial planning, portfolio management, and advisory services to individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm employs a combination of manager-traded and model-traded strategies, tax-management, and internal research to support its client advice.

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

CFP®, Series 66

Pittsburgh - Greensburg, PA

Robert Baird & Co.

David Riehl is a CFP® with 14 years of industry experience currently with Robert W. Baird & Co. He joined Baird in 2022 after 11 years at Hefren Tillotson, Inc. He serves as a board member for Jeremaiah's Place and the ACME Family Endowment, and is an adjunct instructor at Saint Vincent College. He is also involved with St. Edmund's Academy PTA and Calvary Episcopal Church's Investment Committee. David is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations through a range of financial planning and portfolio management services supported by home-office research and a variety of separately managed account strategies.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Maria Y

Series 66

Pittsburgh - Greensburg, PA

Robert Baird & Co.

Maria Yezovich is a financial advisor at Robert Baird & Co. with eight years of industry experience. She holds a Series 66 designation and previously worked at Hefren Tillotson and BNY Mellon. Outside of her advisory work, she is the lead female vocalist for a Pittsburgh-based cover band called Walkin' Rosie. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients. The firm offers a range of services including financial planning, portfolio management, and advisory solutions, supported by a combination of internal research, manager selection, and a variety of investment strategies.

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

Series 66

Pittsburgh - Greensburg, PA

Robert Baird & Co.

Jenna Madigan is a financial advisor at Robert Baird & Co. with three years of industry experience. She holds the Series 66 designation and has previously worked at Hefren-Tillotson, Inc. and Mine Safety Appliances. Outside of her advisory role, she serves as head volleyball coach at Greensburg Central Catholic High School and is involved with the Westmoreland Elite Volleyball Club. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients. The firm offers a range of financial planning and portfolio management services, utilizing manager-traded and model-traded strategies along with internal research and technology, including artificial intelligence, in client advising.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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