Baird’s Schoen Transitions to New Role with Baird Capital

CHICAGO, June 2, 2020Baird Capital, the direct private investment arm of Baird, recently announced that Katie Schoen, CFA, CAIA, has joined their group as Vice President of Baird Capital. A 12-year Baird veteran, Schoen previously served in the firm’s Wealth Solutions Group, a division of Baird Private Wealth Management (PWM), as Manager of Equity and Fixed Income Research.

“We’re thrilled to welcome Katie to the Baird Capital team,” said Gordon Pan, President of Baird Capital. “Katie’s drive, leadership skills and deep knowledge of Baird’s PWM network make her a great fit for our diverse and talented group.”

In her new role, Schoen will manage Baird Capital’s relationships with current and prospective investors in the United States and abroad, and oversee its communication, sales and marketing activities. Schoen will also be involved in broader strategic and new channel development initiatives.

“Throughout my time at Baird, I have admired Baird Capital’s strong and tenured global team,” said Schoen. “I am looking forward to being able to bring my perspective and background as a portfolio manager to support Baird Capital’s investors and investment team.”

Schoen currently serves as Board Chair of the CFA Society of Milwaukee and is an advisory board member of Baird’s Women Advisors Advisory Council. She previously held chair roles with Ascend – Baird’s Women’s Associate Resource Group, and Girls on the Run of Southeastern Wisconsin. She is a member of CAIA Chicago, Women in ETFs, and Professional Dimensions.

For more information on Baird Capital's investment approach, team members, or portfolio, visit BairdCapital.com.

About Baird Capital

Baird Capital makes venture capital, growth equity and private equity investments in strategically targeted sectors around the world. Having invested in more than 300 companies over its history, Baird Capital partners with entrepreneurs and, leveraging its executive networks, strives to build exceptional companies. Baird Capital provides operational support to its portfolio companies through teams on the ground in the United States, Europe and Asia, a proactive portfolio operations team and a deep network of relationships, which together strive to deliver enhanced shareholder value. Baird Capital is the direct private investment arm of Robert W. Baird & Co. For more information, please visit BairdCapital.com.