Melanie Schmieding, CTFA

As Director of Baird Family Wealth, Melanie is responsible for the development of HNW and UHNW solutions and resources within Baird Private Wealth Management, supporting The Hock Group advisors and their clients.  Prior to joining Baird, Melanie was a Managing Director at Abbot Downing where she led a team that focused on large family offices and multi-generational wealth.  A published author and thought leader on the topic of family wealth, she has spent the last 25 years working with HNW and UHNW families, focused on the development of the qualitative aspects of a family's wealth.  

Melanie is a member of the Family Office Exchange (FOX) and the Purposeful Planning Institute (PPI). She earned her Bachelor of Science in Business Administration from Emmanuel College (Boston) and her Master in Business Administration from Boston University.   Melanie is a Certified Trust and Fiduciary Advisor (CTFA,) a professional designation conferred by the American Bankers Association that sets the standard of professional expertise in the wealth and trust industry. 

Holders of a Certified Trust & Fiduciary Advisor (CTFA) designation have demonstrated required knowledge and expertise in working with retirement plans.  Baird makes available to its client’s various distinct products and services, and there are important differences between those services and the duties and obligations owed to clients in connection with provision of those services.  Baird and your Baird Financial Advisor do not act as fiduciaries nor is a fiduciary duty owed to a client when providing certain products and services.  For more information about the products and services Baird makes available as well as the duties and obligations Baird and your Baird Financial Advisor may have to you in connection with the provision of products and services, please contact your Baird Financial Advisor.