Jaclyn Newman, Senior Vice President, Director of Trust Finance

Jacki is a Senior Vice President and Director of Baird Trust Finance. She oversees Baird Trust finance and accounting and holds the Certified Public Accountant designation.  She has over 10 years of experience in the investment industry.

Before joining Baird Trust Jacki spent 9 years with Baird most recently serving as Manager of the Financial Planning and Analysis team supporting Baird’s Private Wealth Management.  Prior to that she worked at PricewaterhouseCoopers  serving as a Senior Audit Associate.  Jacki received a Bachelor of Business Administration as well as a Master’s in accounting from the University of Wisconsin. Jacki joined Baird in 2013.