Kelsey Clair joined Robert W. Baird & Co. in 2020. Kelsey is currently the Senior Tax Strategist for Baird’s Private Wealth Management Group. Kelsey's role focuses on identifying strategic planning opportunities based on a client's current and future tax situation. She is also responsible for researching, writing, and speaking on important tax issues that impact Baird clients.
Prior to joining Baird in 2020, Kelsey was responsible for providing tax compliance and tax planning services to high net worth individuals and privately held businesses at Dixon Hughes Goodman, LLP (now FORVIS, LLP).
Kelsey graduated from the University of South Carolina with both a Bachelor’s and Master’s Degree in Accountancy with a focus in taxation.
Kelsey is a Certified Private Wealth Advisor® professional as well as a Certified Public Accountant with the North Carolina State Board of Certified Public Accountant Examiners.
Why Baird?
Kelsey is proud to be part of Baird – a fully independent, international firm serving the wealth management needs of families, businesses and organizations for more than 95 years. Nationally recognized as a great place to work, Baird attracts the industry’s best and brightest. And employee ownership gives all of us a personal stake in our clients’ success. It’s a formula that works because of the values we share: honesty, integrity and a commitment to keeping clients first – always.