Stephen Baird, CFP

Senior Vice President

Stephen has over 17 years of experience in the asset management industry with a focus on distribution and product management. Prior to joining Harborside in 2015, Stephen held positions at Lord, Abbett & Co. in the Private Wealth, Institutional, and Product Strategy departments.

Stephen earned a BS in Personal Financial Planning from Texas Tech University. He maintains his Series 7 and 63 licenses and currently holds the Certified Financial Planner (CFP) designation. Stephen is a Board Member of the MECP2 Duplication Foundation, a family-founded organization providing support for the MECP2 duplication community.