Team

The three most senior members of the Baird Advisors team – Mary Ellen Stanek, CFA, Gary Elfe, CFA, and Charles Groeschell – have managed money together for more than 30 years. Their consistent leadership has helped attract and retain a team of top talent with on average 20 years of experience.

Portfolio Management Team

  
Mary Ellen Stanek   Gary Elfe
Mary Ellen Stanek, CFA 
Managing Director
Chief Investment Officer

   Gary A. Elfe, CFA
Managing Director
Research Director/Senior
Portfolio Manager
Charles Groeschell   Jay Schwister
Charles B. Groeschell
Managing Director 
Senior Portfolio Manager
  Jay E. Schwister, CFA
Managing Director
Senior Portfolio Manager

Warren Pierson  

Duane McAllister

Warren D. Pierson, CFA
Managing Director
Senior Portfolio Manager

 

 

Duane A. McAllister, CFA
Managing Director
Senior Portfolio Manager

Jeffrey Simmons

 

Dan Tranchita

Jeffrey E. Simmons, CFA
Managing Director
Senior Portfolio Manager

 

 

Daniel A. Tranchita, CFA
Managing Director
Senior Portfolio Manager

Sharon deGuzman

 

Jeff Schrom

M. Sharon deGuzman
Managing Director
Senior Portfolio Manager

 

 

Jeffrey L. Schrom, CFA, CPA
Managing Director
Senior Portfolio Manager

Jeffrey Simmons

 

Patrick Awuori Mutsune

Meghan H. Dean, CFA
Managing Director
Senior Portfolio Manager

 

 

Patrick-Awuori Mutsune, CFA
Senior Vice President
Portfolio & Quantitative Analyst

Patrick Brown

 

Erik R. Schleicher

Patrick W. Brown, CFA      
Vice President
Portfolio Analyst

 

 

Erik R. Schleicher      
Vice President
Portfolio Manager

 

Erik R. Schleicher

 

 

Ian Elfe

Joseph J. Czechowicz
Vice President
Portfolio Manager

 

Ian Elfe, CFA
Vice President
Portfolio Analyst

     

Andy O'Connell

 

Abhishek Pulakanti
Andrew J. O'Connell, CFA
Vice President
Portfolio Analyst

 

Abhishek Pulakanti, CFA
Vice President
Portfolio Analyst


Investment Professionals

Heidi Schneider   Michael Possley
Heidi L. Schneider, CFA, CPA  
Managing Director
Client Services
  Michael H. Possley
Managing Director
Client Services      
Peter Hammond   Mary Hoppa
Peter J. Hammond
Senior Vice President
Client Services
  Mary F. Hoppa
Senior Vice President
Operations Manager
Randall P. North  

Richard Whittow                               

Randall P. North
Senior Vice President
Client Services

 

 

Richard A. Whittow, CEBS
Senior Vice President                    
Client Services

Adrianne Limjoco

 

Kathleen Ruidl

Adrianne C. Limojoco
Vice President
Client Services
  Kathleen R. Ruidl
Vice President
Investment Analyst