Geoff Klos
Directeur/Bestuurslid bij Robert W. Baird & Co., Inc. (Private Banking)
Profiel
Mr. Geoffrey W.
Klos is a Director at Robert W.
Baird & Co., Inc. He has been in the investment industry for over 30 years.
In addition to working closely with clients, he served as the branch manager of the La Crosse Baird office for eight years.
Mr. Klos started his career with E.F.
Hutton in Milwaukee for three years and then with Blunt, Ellis and Loewi for five years.
He earned a Bachelor of Science degree in Economics at UW-Madison.
Actieve functies van Geoff Klos
| 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. | Directeur/Bestuurslid | 01-10-1993 |
Opleiding van Geoff Klos
| University of Wisconsin | Undergraduate Degree |
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| 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 |