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Rick Baird, CFA
President and CEO
Rick is a founder of WindRiver Advisors and is responsible for managing research activities and investment advisory services. He is a Chartered Financial Analyst (CFA) and 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 was 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. Rick received a BS degree in Finance from BYU and studied in the MBA program at the University of Colorado. He is a past officer of the CFA Society of Salt Lake.

Eric Stats
Managing Director
Eric joins WindRiver Advisors with over fourteen years of investment advisory experience. He is involved in equity analysis and strategies development and management. His experience includes investment consultant for Key Private Bank, an equity specialist for Goldman Sachs, and Senior Portfolio Manager for Wells Fargo and First Security where he managed equities for high-net worth clients and foundations. Eric has also been the Chief Investment Officer for Barco, a fast growing and diverse national finance and leasing firm. He obtained B.S. Accounting and Masters of Accountancy degrees from the University of Utah and is a Chartered Financial Analyst (CFA). Eric is a past president of the CFA Society of Salt Lake, and has served on the Primary Children's Planned Giving Committee and Davis County Cable committee.

Thomas Reid Thale
Investment Advisor
Thomas is an investment advisor representative at WindRiver Advisors and a 25 year veteran of the trust and wealth management industry in Southern California. His previous experience includes service as the Regional Trust Manager/Senior Portfolio Manager at California Bank & Trust; Senior Portfolio Manager at Union Bank's Highmark Capital Management; Regional Business Development Officer as well as Manager and Senior Trust Officer at Bank of America’s Private Bank; and Manager and Senior Trust Officer at HomeFed Trust. Thomas earned a Business Administration degree from National University, Cum Laude. He is a past president of the San Diego Trust Officers Association.

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