Matthew Steven Snider

Employer firm

Robert W. Baird & Co. Incorporated CRD 8158

$394B regulatory AUM 19,985 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/1999 → Present
  Hefren-Tillotson, Inc.
  Pittsburgh, PA
• 10/2022 → Present
  Robert W. Baird & Co. Incorporated
  Greensburg, PA

Previous Registrations

• 2012-07-25 → 2022-10-21
  Hefren-Tillotson, Inc.
  Pittsburgh, PA
  Pittsburgh, PA
  Greensburg, PA

Other Businesses

Name/Address: Faith Evangelical Lutheran Church 820 Plummer School Road West Newton PA 15089 Start Date: 1/1/18 Hours Spent: 0-2 hours/month Hours Spent During Trading: Zero Role/Responsibility: Treasurer Non Investment Related Name/Address: Clelian Heights 135 Clelian Heights Lane Greensburg PA 15601 Start Date: 1/1/20 Hours Spent: 0-2 hours/month Hours Spent During Trading: Zero Role/Responsibility: Board Member; Investment Committee for endowment Investment Related Name/Address: Steve Snider It's A Beautiful Day, 509 Amberson Pl, Greensburg, PA 15601 Start Date: 5/29/2023 Hours Spent: 0-3 per month; During Trading Hours: 0-3 Role/Responsibility: race committee member Not Investment Related

Exams

• S66 Uniform Combined State Law Examination
  1999-07-23

Designations

• Certified Financial Planner