Pittsburgh, PA Railroad St Office

Team
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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

2545 Railroad St, Ste 100

Pittsburgh PA 15222

Advisors at this office

15

Advisors at this office

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Bradley C

Series 66

Pittsburgh, PA

Robert Baird & Co.

Bradley Colvin is a financial advisor with Robert Baird & Co. in Pittsburgh, PA, holding a Series 66 designation and nine years of industry experience. He previously worked at Hefren Tillotson for seven years before joining Robert Baird & Co. in 2022. Colvin is part of The DDK Group, a team within Robert Baird & Co.’s Private Wealth Management department that serves individuals, corporate 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 manager-traded and model-traded SMA strategies, tax-management, and internal research tools.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Aryeh G

Series 66

Pittsburgh, PA

Robert Baird & Co.

Aryeh Goldberg is a financial advisor at Robert Baird & Co. with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Hefren Tillotson for six years before joining Baird in 2022. Goldberg serves as treasurer and board member for both the Hillel Academy of Pittsburgh and Congregation Poale Zedeck. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that provides financial planning, portfolio management, and advisory services to individuals, institutions, and charitable organizations. The firm manages approximately $394 billion in regulatory assets and offers a range of investment strategies, including separately managed accounts and municipal advisory services.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Eric H

Series 66

Pittsburgh, PA

Robert Baird & Co.

Eric Hernandez is a financial advisor at Robert Baird & Co. in Pittsburgh, PA, holding a Series 66 designation. He joined the firm in 2025, following five years of employment with Starbucks Coffee Corporation and five years as a student. Robert Baird & Co.’s DDK Group operates within the Private Wealth Management department, serving individual clients, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody and brokerage services, utilizing both manager-traded and model-traded strategies alongside internal research and tools.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Joseph T

Series 66

Pittsburgh, PA

Robert Baird & Co.

Joseph Thompson is a financial advisor with Robert Baird & Co. in Pittsburgh, PA, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at Hefren-Tillotson, Raymond James & Associates, and Merrill. He has been with Robert Baird & Co. since 2022. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm uses a combination of manager-traded and model-traded strategies, tax-management, direct-indexing, and ongoing manager selection supported by internal research and technological tools, managing approximately $394 billion in regulatory assets as of the end of 2025.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Samantha H

Series 66

Pittsburgh, PA

Robert Baird & Co.

Samantha Heiser is a financial advisor at Robert Baird & Co. with a Series 66 credential and one year of industry experience. Her prior roles include positions at Equitable Advisors, Ally Financial, and Clark Hill, PLC. She also has experience working in education and retail sectors. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and charitable organizations. The group provides customized financial planning and portfolio management services, utilizing a range of strategies from traditional allocations to more complex approaches, and offers both discretionary and non-discretionary management options.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Justin G

CFP®, Series 66

Pittsburgh, PA

Robert Baird & Co.

Justin Grubisha is a CFP® with 14 years of industry experience, currently serving at Robert Baird & Co. since 2022. Prior to joining Baird, he worked for 13 years at Hefren Tillotson, Inc. The DDK Group, where Grubisha is a team member, operates within Robert W. Baird & Co.’s Private Wealth Management department, serving individuals, corporate clients, pension plans, and charitable organizations. The group offers a variety of financial planning and portfolio management services supported by internal research and advanced tools, including artificial intelligence.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Joseph D

Series 66

Pittsburgh, PA

Robert Baird & Co.

Joseph Dressel is a financial advisor at Robert W. Baird & Co. with a Series 66 designation. He joined Baird in 2025 after 12 years at PNC Financial Services Group Inc. and is based in Pittsburgh, PA. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that advises individuals, families, pensions, corporations, and institutional clients. The group provides 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.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Marybeth A

Series 63, Series 66

Pittsburgh, PA

Robert Baird & Co.

Marybeth Abbiatici is a financial advisor with Robert Baird & Co. in Pittsburgh, PA, holding Series 63 and Series 66 designations and bringing 33 years of industry experience. She previously worked at Hefren Tillotson, Inc. for 14 years before joining Robert Baird & Co. in 2022. She is part of The DDK Group within Robert W. Baird & Co.’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, utilizing a combination of manager-traded and model-traded strategies supported by internal research and advanced tools.

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

Series 66

Pittsburgh, PA

Robert Baird & Co.

Tyler Stone is a Series 66-licensed advisor at Robert Baird & Co. in Pittsburgh, PA, with six years of industry experience. He has worked at Robert Baird & Co. since 2022 and previously spent four years at Hefren-Tillotson, Inc. Outside of his advisory roles, he has experience working in educational settings, including Grove City College and Butler High School. Tyler is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm provides a wide range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies, along with tax management and direct indexing capabilities.

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

PFS™, Series 63

Pittsburgh, PA

Robert Baird & Co.

James Meredith is a financial advisor with Robert Baird & Co., holding the PFS™ designation and Series 63 license. He has 48 years of industry experience, including 44 years at Hefren Tillotson, Inc. prior to joining Robert Baird & Co. in 2022. He 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 utilizes a range of portfolio management strategies and combines internal research and external partnerships to provide integrated wealth advisory services.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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James A

Series 66

Pittsburgh, PA

Robert Baird & Co.

James Alderson is a Series 66 credentialed financial advisor with seven years of industry experience. He currently works at Robert Baird & Co., where he has been since 2022, and previously spent five years at Hefren Tillotson. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate clients, pension plans, and charitable organizations. The firm provides a range of financial planning and portfolio management services, utilizing manager-traded and model-traded strategies with ongoing oversight from home-office investment professionals.

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

Series 66

Pittsburgh, PA

Robert Baird & Co.

Brandon Coppa is a financial advisor at Robert Baird & Co. with 11 years of industry experience. He holds a Series 66 designation and has worked previously at Hefren Tillotson, RBC Capital Markets, LLC, and Equitable Advisors. Outside of his advisory role, Coppa serves as a board member and treasurer of the Clean and Sober Humans Association, a nonprofit organization. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of services including financial planning, portfolio management, separately managed accounts, and utilizes internal research and technology in its investment approach.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Vilyamir K

Series 66

Pittsburgh, PA

Robert Baird & Co.

Vilyamir Kolesnichenko is a financial advisor with Robert W. Baird & Co. in Pittsburgh, PA, holding a Series 66 designation and three years of industry experience. He previously worked at Hefren-Tillotson and has diverse prior experience including roles outside finance. He serves as a volunteer director on the board of the Ukrainian Self-reliance of Western PA Federal Credit Union and is engaged in creative activities such as wedding photography and fine art sales. Baird’s DDK Group, where he is based, serves individuals, corporate clients, pensions, and charitable organizations with financial planning, portfolio management, and custody services. The firm manages approximately $394 billion in assets and offers a mix of manager-traded and model-traded strategies supported by in-house research and specialized advisory services.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Colleen N

Series 66

Pittsburgh, PA

Robert Baird & Co.

Colleen Neuendorffer is a financial advisor at Robert Baird & Co. with 11 years of industry experience. She holds a Series 66 designation and has previously worked at Cambridge Investment Research, Fuller & Co, and Hefren-Tillotson. She 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 customized financial planning and portfolio management services, utilizing a range of traditional and non-traditional investment strategies.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Gina H

Series 63, Series 65

Pittsburgh, PA

Robert Baird & Co.

Gina Harbison is a financial advisor at Robert Baird & Co. with 26 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Hefren Tillotson, Inc. and Morgan Stanley. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and separately managed account programs, utilizing internal research and a combination of manager-traded and model-traded strategies.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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