Advisor at Harborview Asset Management LLC
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Firm
Harborview Asset Management LLC
Location
St. George, UT
Credentials
CFA®, Series 65
Industry experience
18 years
Richard Baird is a CFA® charterholder with 18 years of industry experience. He is currently a principal at Harborview Asset Management LLC, where he has worked since 2024. Prior to Harborview, he held roles at Drive Wealth Management, LLC, Holly Street Wealth Advisors, and Yellowstone Partners, LLC. Harborview Asset Management LLC provides discretionary investment management primarily focused on fixed-income strategies for individuals, high-net-worth clients, trusts, charitable organizations, and corporations. The firm manages concentrated, customized portfolios with an emphasis on investment-grade securities, structure, duration, and credit analysis.
Based on Harborview Asset Management LLC
Maximum annual fee of 0.70%, fees are negotiable and customized per client
Account minimum: $250,000
St. George, UT
Utah
Harborview Asset Management LLC
2024 - Present (2 years)
Drive Wealth Management, LLC
2017 - 2024 (7 years)
Holly Street Wealth Advisors
2017 - 2017 (1 year)
Yellowstone Partners, Llc
2010 - 2017 (7 years)
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Other specialized services
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CFP®, Series 63, Series 66
St. George, UT
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