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
Co-Research Director/Senior
Portfolio Manager
Charles Groeschell   Jay Schwister
Charles B. Groeschell
Managing Director 
Senior Portfolio Manager
  Jay E. Schwister, CFA
Managing Director
Co-Research 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 Brown

Meghan H. Dean, CFA
Managing Director
Senior Portfolio Manager

 

 

Patrick W. Brown, CFA
Senior Vice President
Senior Investment Analyst

Patrick Mutsune

 

Erik R. Schleicher

Patrick-Awuori Mutsune, CFA   
Senior Vice President
Senior Investment &
Systems 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
Senior Investment Analyst

     

Andy O'Connell

 

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

 

Abhishek Pulakanti, CFA
Vice President
Senior Investment Analyst


Investment Professionals

Peter Hammond   Michael Possley
Peter J. Hammond
Managing Director
Client Services
  Michael H. Possley
Managing Director
Client Services      
Peter Hammond   Richard Whittow
Heidi L. Schneider, CFA, CPA
Managing Director
Client Services
  Richard A. Whittow
Managing Director
Client Services

Randall P. North  

Richard Whittow                               

Randall P. North
Senior Vice President
Client Services

 

 

Adrianne C. Limojoco
Vice President                    
Client Services

Adrianne Limjoco

 

Kathleen Ruidl

Kathleen R. Ruidl
Vice President
Client Services
  Mary F. Hoppa
Senior Vice President
Operations Manager