Stephen Baird

Director, Citi Private Bank

Stephen Baird relocated as the Senior Banker for Citi’s Ultra High Net Worth Private Bank in Denver in 2023 after spending the prior 15 years in Houston. He has two decades of experience leading coverage teams and advising a select group of individuals, family offices, financial sponsors and their companies on executing financial strategies including investments, credit, banking, custody, trust and fiduciary services. Stephen is a dedicated member of the Citi Private Bank North America Banker Council and he is an associate of the Citibank Advisory Council.

Prior to joining Citi Private Bank, Stephen was an Executive Director and Private Banker with J.P. Morgan. Preceding that, he was a Director at UBS where he was responsible for leading the managed investments platform and consulting with high net worth and institutional investors in the areas of portfolio construction and comprehensive wealth management covering the Southern United States. His banking career began in the management training program at SunTrust Bank and his assignments have included client coverage and specialist roles in Corporate and Investment Banking, Mortgage Origination and Investment Consulting. Stephen is a graduate of The University of Tennessee and has participated in executive education programs at The Stanford University Graduate School of Business, The Wharton School of the University of Pennsylvania and The Judge School of Business at Cambridge University.

Stephen is a former board member of Society for the Performing Arts. He enjoys travel, golf, live music, cooking and spending time with his wife and two daughters.

April 25, 2023
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