Yellowstone Partners

Office Locations

(click to expand)

+ Idaho Falls

Dave Hansen, MBA

President & CEO

Cameron High

Chief Compliance Officer/ Investment Adv. Rep

Brad Christensen

Director of Trading


+ Salt Lake City

Eric Stats, CFA

Director of Equity Research

Rick Baird, CFA

Director of Fixed Income

Donald Wiscomb

Investment Advisor Rep.

Lucy Gibson

Senior Client Services Associate

Brock Bowden

Wealth Manager


+ New York City

Robert Natale

Portfolio Manager (Growth Equities)


+ Casper Wyoming

John Lutz

Wealth Manager

Rick Baird

Director of Fixed Income

"Our objective is to proactively provide a mix of fixed income securities that offer current income consistency and opportunistic growth potential. We analyze the yield curve, interest rate trends, arbitrage potential and security structure."

Education:

  • Chartered Financial Analyst (CFA)
  • Studied in MBA Program at the University of Colorado
  • Brigham Young University - BS in Finance

Profile:

Rick is responsible for managing fixed income research activities and strategies. He is a member of the Institute of Chartered Financial Analysts. He has managed municipal bonds and equities for high net-worth clients and mutual funds for over 25 years. He managed the Achievement Municipal Bond Fund with performance in the top 4% of national municipal bond funds and was also manager of the Aquila Tax Free Fund for Utah.

Rick founded Wind River Advisors, the investment firm recently acquired by Yellowstone Partners. Rick's background includes Senior Vice President of Zions Bank and Chief Investment Officer of the investment division of Western National Trust Company, the 6-state subsidiary. He was Vice President at Seafirst Bank in Seattle where he chaired the Equity Strategy Committee and Vice President at First Security Investment Management where he managed foundations and the firm’s municipal bond funds. He is a past officer of the CFA Society of Salt Lake.