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Nombre | Título | Desde | Hasta |
---|---|---|---|
Gabe Diederich | - | 2022 | Ahora |
Biografía | Gabe's responsibilities include helping to set and implement investment strategy with a major portion of his time allocated to municipal portfolio management and credit research. Gabe received his bachelor’s degree with distinction from the University of Wisconsin at Madison School of Business and his MBA from Marquette University magna cum laude. He earned the Chartered Financial Analyst (CFA) designation in 2012 and is active in the CFA Society of Milwaukee. Gabe is a member of the National Federation of Municipal Analysts (NFMA) and the Chicago Municipal Analysts Society. Prior to joining Baird Advisors, Gabe spent 17 years at Wells Fargo Asset Management (WFAM) and its predecessor firm, Strong Capital Management. At WFAM Gabe was a municipal portfolio manager working on over $40B in client municipal assets including mutual funds and institutional separate accounts. | ||
Lyle Fitterer | - | 2019 | Ahora |
Biografía | Mr. Fitterer is a Managing Director, Co-Lead of the Municipal Sector on the Baird Advisors team and Senior Portfolio Manager at Baird. He has 35 years of experience in the fixed income market. He began managing taxable fixed income portfolios in 1993 and since 2000 has exclusively managed municipal strategies. He plays a lead role in the formulation and implementation of investment strategy with a major portion of his time allocated to municipal portfolio management and credit research. He obtained his undergraduate degree in Accounting from the University of North Dakota. He earned the Chartered Financial Analyst designation in 1996 and is currently a member of the CFA Institute and the CFA Society of Milwaukee. Prior to joining Baird Advisors, Mr. Fitterer served as the co-head of Global Fixed Income and the head of the Municipal Fixed Income team at Wells Fargo Asset Management. | ||
Duane McAllister | - | 2019 | Ahora |
Biografía | Mr. McAllister is a Managing Director, Co-Lead of the Municipal Sector on the Baird Advisors team and Senior Portfolio Manager at Baird. He has 37 years of experience managing fixed income portfolios and since 1990 has exclusively managed municipal strategies. He plays a lead role in the formulation and implementation of investment strategy with a major portion of his time allocated to municipal portfolio management and credit research. He obtained his undergraduate degree from Northern Illinois University and earned the Chartered Financial Analyst designation in 1991. He is currently a member of the CFA Institute and the CFA Society of Milwaukee. Prior to joining Baird Advisors, Mr. McAllister was a Managing Director and Senior Portfolio Manager at BMO Global Asset Management where he was the lead portfolio manager for tax-free fixed income strategies. | ||
Erik Schleicher | - | 2019 | Ahora |
Biografía | Mr. Schleicher is a Senior Vice President and Portfolio Manager at Baird. He has 20 years of experience and 13 years of experience managing fixed income portfolios, with a primary focus on the municipal market. His responsibilities include portfolio management, credit research and strategy development in the municipal sector. He obtained his undergraduate degree from the University of Wisconsin-Oshkosh and his MBA from the University of Wisconsin-Milwaukee. He earned the Chartered Financial Analyst designation in 2017 and is currently a member of the CFA Institute and the CFA Society of Milwaukee. Prior to joining Baird Advisors, Mr. Schleicher was a Portfolio Manager with BMO Global Asset Management where he was responsible for managing tax-free fixed income strategies and credit research. | ||
Joseph Czechowicz | - | 2019 | Ahora |
Biografía | Mr. Czechowicz is a Senior Vice President and Portfolio Manager at Baird. He has 17 years of experience and 12 years of experience managing fixed income portfolios, with a primary focus on the municipal market. His responsibilities include portfolio management, credit research and strategy development in the municipal sector. He obtained his undergraduate degree from the University of Wisconsin-Parkside and his MBA with a concentration in applied security analysis from the University of Wisconsin-Madison. He earned the Chartered Financial Analyst designation in 2017 and is a member of the CFA Institute and the CFA Society of Milwaukee. Prior to joining Baird Advisors, Mr. Czechowicz was a portfolio manager with BMO Global Asset Management where he was responsible for managing tax-free fixed income strategies and credit research. | ||
Warren Pierson | - | 2001 | 2022 |
Biografía | Warren has over 35 years of experience managing a broad range of fixed income portfolios. He is responsible for the formulation of fixed income strategy as well as the development and implementation of all fixed income asset management services. Warren obtained his undergraduate degree from Lawrence University and earned the Chartered Financial Analyst designation in 1990. He is currently a member of the CFA Institute and a past President of the CFA Society of Milwaukee. Prior to joining Baird Advisors, Warren was a Senior Vice President and Senior Portfolio Manager with Firstar Investment Research and Management Company (FIRMCO) where he managed municipal bond portfolios and intermediate taxable bond portfolios. | ||
M. Sharon deGuzman | - | 2001 | 2022 |
Biografía | Sharon has over 30 years of experience managing a broad range of fixed income portfolios. She plays a lead role in risk management and portfolio construction focusing on managing short and intermediate taxable portfolios and tax-exempt portfolios. Sharon obtained her undergraduate degree from Eastern Illinois University. She is currently a member of the CFA Institute and the CFA Society of Milwaukee. Prior to joining Baird Advisors, Sharon was an Assistant Vice President and Portfolio Manager with Firstar Investment Research and Management Company (FIRMCO) where she did quantitative fixed income analysis and portfolio management. | ||
Gary Elfe | - | 2001 | 2019 |
Biografía | Gary has more than 40 years of investment experience managing a broad range of fixed income portfolios. He plays a lead role in fixed income research, oversees credit-related decisions and is responsible for setting and implementing investment strategy. Gary obtained his undergraduate degree and MBA from the University of Wisconsin-Milwaukee. He earned the Chartered Financial Analyst designation in 1982. Gary is a member of the CFA Institute and the CFA Society of Milwaukee. Prior to joining Baird Advisors, Gary was a Senior Vice President and Research Director with Firstar Investment Research and Management Company (FIRMCO). | ||
Charles Groeschell | - | 2001 | 2019 |
Biografía | Charlie has more than 40 years of investment experience managing a broad range of fixed income portfolios. His responsibilities include setting investment policy and implementing the long-term investment strategy of Baird Advisors. He also plays a lead role in the management of institutional client relationships. Charlie obtained his undergraduate degree from Texas Christian University and his MBA from the University of Wisconsin-Milwaukee. Prior to joining Baird Advisors, Charlie was a Senior Vice President and Senior Portfolio Manager with Firstar Investment Research & Management Company (FIRMCO). | ||
Mary Ellen Stanek | - | 2001 | 2019 |
Biografía | Mary Ellen has more than 40 years of investment experience managing a broad range of fixed income portfolios. She is responsible for the formulation of fixed income strategy as well as the development and implementation of all fixed income asset management services. Mary Ellen serves on the board of Baird Financial Group, as President of the Baird Funds and is chair of the Baird Diversity Steering Committee. She obtained her undergraduate degree from Marquette University and her MBA from the University of Wisconsin-Milwaukee. Mary Ellen earned the Chartered Financial Analyst designation in 1983 and is currently a member of the CFA Institute and the CFA Society of Milwaukee. Prior to joining Baird Advisors, Mary Ellen was President and Chief Executive Officer of Firstar Investment Research and Management Company (FIRMCO) and was Director of Fixed Income. |
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