J. Randall McLaughlin, CFA®
Managing Director, Portfolio Manager
Randy, the chief architect of Specialized Asset Management, has 32 years of investment experience and has been with Baird’s Asset Management Group since 1996. He manages portfolios for institutional and high-net-worth clients. Randy graduated in 1989 from the University of Colorado-Boulder with a BA in economics and in 1999, earned the Chartered Financial Analyst designation.
Max Mann, CFA®, CMT
Managing Director, Portfolio Manager
Max has 16 years of investment experience and has been with Baird’s Asset Management group since 2016. He manages portfolios for institutional and high-net-worth clients, and currently serves on the Board of Directors for COA Youth & Family Centers and Secure Futures. Before joining Baird Equity Asset Management, Max spent seven years in Baird’s Institutional Equities and Research department. He graduated in 2008 from Northwestern University with a BA in economics and was a member of the varsity baseball team. In 2012, Max earned the Chartered Financial Analyst and Chartered Market Technician designations.
Maggie Savage, CFA®
Managing Director, Portfolio Manager
Maggie has 15 years of investment experience and has been with Baird’s Asset Management group since 2018. She manages portfolios for institutional and high-net-worth clients. Before joining Baird Equity Asset Management, Maggie spent six years in Baird’s Institutional Equities and Research department and three years in Baird’s Asset Manager Research group. Maggie graduated in 2009 from Marquette University with a BS in finance and in 2011, earned the Chartered Financial Analyst designation.
Tim Steffen, CPA-PFS®, CFP®, CPWA®
Managing Director, Director of Advanced Planning
As Director of Tax Planning for Baird, Tim is responsible for researching, writing and speaking on important tax issues that mpact the clients of Baird. This includes topics related to retirement planning, executive compensation, business owners, legislative changes, and overall best practices.
Tim originally joined Baird in 1999 serving in a variety of planning oriented roles, most recently as the Director of Advanced Planning. He left Baird in 2019 to join the Advisor Education team at PIMCO, before returning to Baird in 2021. Prior to 1999, Tim worked in Arthur Andersen’s Private Client Services group in Milwaukee where he specialized in tax and financial planning. His clients included corporate executives, business owners and families.
Tim earned his bachelor’s degree in Accounting from the University of Illinois in 1991. He is a Certified Public Accountant/Personal Financial Specialist, a CERTIFIED FINANCIAL PLANNER™ professional, a Certified Private Wealth AdvisorSM professional and a member of the American and Wisconsin Institutes of CPAs, Investments & Wealth Institute (IWI) and the Financial Planning Association (FPA).
Heather Osborn, CFP®, AAMS®, CExP®, CLU®
Senior Vice President, Director of Wealth Planning
Heather Osborn Manages the Financial & Estate Planning team at Baird. She is a CFP® professional who works as an extended member of your Financial Advisor’s team, providing expertise on challenges affecting high-net worth clients.
Heather is a graduate of Western Kentucky University and holds a bachelor’s degree in Finance with a special emphasis in financial planning. Prior to Baird, Heather served Hilliard Lyons Wealth Advisors and their clients for more than a decade. In this role, she had been instrumental in designing and implementing a wealth management process that is suitable for our clients. Prior to joining Hilliard Lyons, Heather worked as a Financial Planner providing individual clients with comprehensive planning and advice.
A resident of Williamson County, TN since 2004, Heather is married with two children. She loves spending time with her family boating & skiing on Lake Cumberland.