Our Trusted Partners
INDUSTRY LEADING EXPERTISE
Our Team has built strong relationships throughout Baird.
The following associates are trusted partners who are often involved when meeting client needs.
Baird does not have any formal relationships or arrangements with any of the External non-Baird Resources listed below. This list should not be considered an endorsement of the products or services offered by these individuals or their firms.
Gordon Pan
Managing Director | President - Baird Capital
Gordon is the President of Baird Capital. In this capacity, Gordon oversees the strategic, operational and organizational activities for Baird’s direct private investment business. In addition, he serves as the Chairman of the Investment Committee for Baird Capital's venture and global private equity funds.
Prior to joining Baird, he served as a principal with One Equity Partners. Gordon was also the founder and CEO of The Pangaea Group, an international consulting firm, that specialized in assisting the portfolio companies of private equity firms establish strategic alliances in China.
Gordon currently serves on Baird's Executive Committee, the advisory board for Team IMPACT and the Private Equity and Venture Capital advisory committee at the Kellogg School of Management at Northwestern University.
Gordon earned a B.A. in economics and Asian studies from Colgate University and an MBA from the Kellogg School of Management with a concentration in finance and management strategy.
Nicholas Bohnsack
Head of Quantitative Research - Strategas
Mr. Bohnsack is a founding partner of Strategas and the President and Chief Operating Officer of the Firm's brokerdealer, and principal operating subsidiary, Strategas Securities, LLC.
Mr. Bohnsack directs the Firm's equity sector and global asset allocation research efforts. He has been a regular guest on business news programs and has been widely quoted in the domestic and foreign press, particularly for his work on corporate profits and market valuation.
Prior to co-founding Strategas, Nicholas was an Investment Strategist and Associate Managing Director with International Strategy & Investment (ISI) Group. Nicholas began his career in the Investment Banking Group at FactSet and in Restricted Securities at Morgan Stanley.
Mr. Bohnsack received his MS in Mathematics from Fairfield University and received bachelor's degrees in Economics and Finance from Bryant University. He is a member of the Board of Advisors at Bryant University's College of Business. Nicholas and his wife, Brooke, live in Connecticut with their three sons.
Michael Antonelli
PWM Market Strategist | Managing Director
Michael graduated from Purdue University in 1995 with a degree in history and moved to CT to work in the back office of AIG trading. He moved to Chicago in 1997 to work in the back office of Dean Witter's futures division before moving to a 24-hour trading desk in 1999 to execute futures and options for Fimat, a division of Societe Generale.
He got his MBA at the University of Chicago in 2007 before coming to Baird on the Equity Trading Desk in March 2007 as a Sales Trader, assigned to the International team.
Michael began writing a daily email in 2010 as a way to let overseas clients know what happened while they slept. He started posting it online in 2013 and it is now the Bull and Baird blog.
Max Mann, CFA®, CMT
Baird Equity Asset Management | Portfolio Manager
Our team works closely with Baird’s Specialized Asset Management (SAM) team. With an average of 21 years of asset management experience, their portfolios offer a customized, multi-asset class and discretionary solution designed for our high-net-worth clients. Portfolios combine high-quality companies with complementary asset classes using mutual funds and exchange traded funds (ETFs). These easy-to-understand solutions are customizable, tax-efficient and designed to weather tough markets.
Their team believes in establishing clear investment objectives, promoting a long-term perspective, and encouraging realistic risk and return expectations. A disciplined approach to asset allocation is critical to meeting our client’s objectives and they emphasize high quality investments across all asset classes.
Matt Urbanek, CFP®
Wealth Planner
Matt is a Wealth Planner and Vice President at Baird, having joined the firm in July 2024. Matt has worked in the financial services industry for 19 years with the past 10 coming in a retirement planning and wealth planning capacity. Matt holds both his Certified Financial Planner (R), as well as the Chartered Retirement Planning Counselor designations. His passion is for helping individuals and families to define purpose in their wealth journey and to ensure that every client has a meaningful and impactful financial plan.