Kate BairdGeneral Manager, Wealth

Kate Baird has been with First Rate since 1994, and in her current role as General Manager, Wealth, she is responsible for aligning First Rate’s solutions to serve today’s needs for wealth firms as well as anticipating the solutions required for the wealth firms of tomorrow.  She is also responsible for maintaining high standards of service to existing First Rate wealth clients.

Over her career at First Rate, Baird has led some of the largest client implementations and assisted firms from the top-40 wealth firms in the country with creative solutions that align reporting with the ever-changing investment products being brought to market. Prior to her arrival at First Rate, Baird was a Business Analyst at the SEI Corporation for their employee benefit recordkeeping system. Baird is committed to her community and serves on the board of both the Levitt Pavilion and Arlington Life Shelter, in addition to leading worship each Sunday.

Baird graduated from Augustana College in South Dakota. She earned her Bachelor’s degree in Business Administration with a concentration in Management.


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