Winnetka, IL Chestnut Street Office

Team
Updated today
Robert Baird & Co. logo

Robert Baird & Co.

Institution

Firm-wide stats for Robert Baird & Co.

Total advisors

2,649

Across 299 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

495 Chestnut Street

Winnetka IL 60093

Advisors at this office

8

Advisors at this office

user avatar

Gabrielle F

Series 66

Winnetka, IL

Robert Baird & Co.

Gabrielle Fabre is a financial advisor at Robert Baird & Co. with seven years of industry experience. She holds a Series 66 designation and has worked at Baird since 2018, with prior roles at Newday Funds Inc., Tesla Inc., and GW University. Outside of her advisory work, she serves as the treasurer of the French Alliance of NorthShore. Baird’s DDK Group, where Fabre works, serves individuals, corporate clients, pensions, and charitable organizations through a range of financial planning and portfolio management services. The firm combines manager-traded and model-traded strategies with tax-management and direct-indexing capabilities, overseeing approximately $394 billion in assets under management as of December 31, 2025.

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

Antoinette B

Series 66

Winnetka, IL

Robert Baird & Co.

Antoinette Bennett is a financial advisor at Robert W. Baird & Co. with four years of industry experience. She holds a Series 66 designation and has previously worked at Porcaro Stolarek Mete Partners and State Farm Insurance Co. Outside of her advisory role, she is employed at Yo Fresh Cafe in Evanston, IL. Baird’s Private Wealth Management department, where Bennett is part of the DDK Group team, serves a diverse client base including individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services such as financial planning, portfolio management, separately managed accounts, and custody and brokerage services, utilizing both manager-traded and model-traded strategies along with internal research and technology.

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

Mark P

Series 66

Winnetka, IL

Robert Baird & Co.

Mark Purcell is a financial advisor with Robert W. Baird & Co. Incorporated in Winnetka, IL, holding a Series 66 designation and 10 years of industry experience. He has been with Robert W. Baird & Co. since 2016. He works within The DDK Group, a team in Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate and business clients, pensions and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and brokerage services, supported by internal research, technology tools, and ongoing manager monitoring.

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

Brendan W

Series 66

Winnetka, IL

Robert Baird & Co.

Brendan Watts is a financial advisor at Robert W. Baird & Co. with three years of industry experience. He holds a Series 66 designation and previously worked at Prescient and Lake Lawn Resort. Brendan’s career also includes time at the University of Notre Dame. The DDK Group at Robert W. Baird & Co. serves individuals—including high net worth clients—corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services such as financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs, supported by internal research and technology including artificial intelligence.

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

Christopher S

Series 66

Winnetka, IL

Robert Baird & Co.

Christopher Sevilla is a financial advisor at Robert W. Baird & Co. based in Winnetka, IL. He holds a Series 66 designation and joined Baird in 2025. Prior to his current role, he has held various positions in hospitality and entertainment industries. The DDK Group, part of Baird’s Private Wealth Management department, serves individual, corporate, pension, and charitable clients with a range of financial planning, portfolio management, and advisory services. The firm employs both manager-traded and model-traded strategies, along with tax management and direct indexing, supported by internal research and technology including artificial intelligence.

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

Nicholas W

Series 63, Series 66

Winnetka, IL

Robert Baird & Co.

Nicholas Wallace is a financial advisor with Robert W. Baird & Co. in Winnetka, IL, holding Series 63 and Series 66 designations and 19 years of industry experience. He has been with Robert W. Baird since 2007. The DDK Group, where Wallace works, is part of Baird’s Private Wealth Management department and serves individuals, corporate clients, pension plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and brokerage services, utilizing both manager-traded and model-traded strategies along with internal research and tools, including artificial intelligence, in its advisory process.

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

Donald W

Series 63, Series 65

Winnetka, IL

Robert Baird & Co.

Donald Wallace is a financial advisor with Robert Baird & Co., holding Series 63 and Series 65 designations and bringing 46 years of industry experience. He has been with Robert Baird & Co. since 1993. Outside of his advisory role, Wallace serves as president of Sunset Ridge Country Club, a nonprofit private country club, where he oversees scholarship selection and the financial condition of the fund. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises individuals, families, pensions, corporations, and charitable organizations. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, including discretionary and non-discretionary management, separately managed accounts, and both traditional and non-traditional investment strategies.

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

Harold L

Series 66

Winnetka, IL

Robert Baird & Co.

Harold Lichter is a financial advisor at Robert W. Baird & Co. in Chicago, Illinois, holding a Series 66 designation with four years of industry experience. He has been with R.W. Baird since 2021 and previously worked at Lowlands Collaborate–Cafe Benelux. He 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 provides a range of consulting and portfolio services tailored to client goals, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
View complete list of advisors at this office
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)