Brian Whitford Kurtz
Portefeuillebeheerder-Aandelen bij Robert W. Baird & Co., Inc. (Private Banking)
Profiel
Mr. Brian W.
Kurtz is a Managing Director at Robert W.
Baird & Co., Inc. He joined the firm in 2001 as Branch Manager of the Cleveland office.
He specializes in retirement planning and professional money management and has more than two decades of experience in research and brokerage positions with national financial services companies.
Prior to joining Robert W.
Baird in July 2001, he was employed by McDonald Investments, Inc. and Dean Writter Reynolds, Inc.
He earned a bachelor’s degree in finance from John Carroll University.
Actieve functies van Brian Whitford Kurtz
| Bedrijven | Functie | Begin |
|---|---|---|
Robert W. Baird & Co., Inc. (Private Banking)
 Robert W. Baird & Co., Inc. (Private Banking) Investment ManagersFinance Robert W. Baird & Co., Inc. (Private Banking) (RWBCI) is the wealth management division of Robert W. Baird & Co., Inc., an employee-owned wealth management, capital markets, asset management and private equity firm headquartered in Milwaukee, Wisconsin. The firm was founded in 1919 and is a subsidiary of Baird Financial Corp., ultimately held by Baird Financial Group, Inc. RWBCI offers its investment management services to all types of current or prospective clients, which include, but not limited to: individuals, trusts, estates, Retirement Accounts, pension and profit-sharing plans, charitable organizations, and corporations or other business entities. | Portefeuillebeheerder-Aandelen | 01-07-2001 |
Opleiding van Brian Whitford Kurtz
| John Carroll University | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 1 |
|---|---|
Robert W. Baird & Co., Inc. (Private Banking)
Robert W. Baird & Co., Inc. (Private Banking) Investment ManagersFinance Robert W. Baird & Co., Inc. (Private Banking) (RWBCI) is the wealth management division of Robert W. Baird & Co., Inc., an employee-owned wealth management, capital markets, asset management and private equity firm headquartered in Milwaukee, Wisconsin. The firm was founded in 1919 and is a subsidiary of Baird Financial Corp., ultimately held by Baird Financial Group, Inc. RWBCI offers its investment management services to all types of current or prospective clients, which include, but not limited to: individuals, trusts, estates, Retirement Accounts, pension and profit-sharing plans, charitable organizations, and corporations or other business entities. | Finance |
