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
Chief Investment Officer
Managing Director

   Gary A. Elfe, CFA
Senior Portfolio Manager
Managing Director
Charles Groeschell   Warren Pierson
Charles B. Groeschell
Senior Portfolio Manager
Managing Director 
  Warren D. Pierson
Senior Portfolio Manager
Managing Director

Jay Schwister  

Dan Tranchita

Jay E. Schwister, CFA
Senior Portfolio Manager
Managing Director

 

 

Daniel A. Tranchita, CFA
Senior Portfolio Manager
Managing Director

Sharon deGuzman

 

Jeffrey Simmons

M. Sharon deGuzman
Senior Portfolio Manager
Managing Director

 

 

Jeffrey E. Simmons, CFA
Senior Portfolio Manager
Managing Director

Jeff Schrom

 

Jeffrey Simmons

Jeffrey L. Schrom
Senior Portfolio Manager
Managing Director

 

 

Meghan H. Dean, CFA
Senior Portfolio Manager
Managing Director

Patrick Awuori Mutsune

 

Andy O'Connell

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

 

 

Andrew J. O'Connell, CFA
Credit Analyst
Vice President

Ian Elfe

 

Abhishek Pulakanti, CFA
Quantitative Credit Analyst
Vice President

Ian D. Elfe, CFA
Investment Analyst
Vice President

 

 


Investment Professionals

Peter Hammond   Mary Hoppa
Peter J. Hammond
Client Services Manager
Senior Vice President
  Mary F. Hoppa
Operations Manager      
Senior Vice President
Adrianne Limjoco   Randall P. North
Adrianne C. Limjoco
Baird Advisors Marketing Specialist
Vice President
  Randall P. North
Baird Advisors Marketing Specialist
Senior Vice President
Kathleen Ruidll  

Heidi Schneider                               

Kathleen R. Ruidl
Investment Analyst   
Vice President

 

 

Heidi L. Schneider, CFA, CPA
Business and Client Services Manager                    
Managing Director

Richard Whittow

 

 

Richard A. Whittow
Baird Advisors Marketing Specialist 
Senior Vice President