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.

 

Mary Ellen Stanek, CFA
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Mary Ellen Stanek

Managing Director

Mary Ellen has over 35 years of investment experience managing various types of fixed income portfolios. Prior to joining Baird Advisors, Mary Ellen was President and Chief Executive Officer of Firstar Investment Research and Management Company (FIRMCO) and was Director of Fixed Income. She is responsible for the formulation of fixed income strategy as well as the development and portfolio management of all fixed income services. Mary Ellen serves on the board of Robert W. Baird & Co. as President of the Baird Funds, and is chair of the Baird Diversity Steering Committee. Mary Ellen obtained her undergraduate degree from Marquette University and her MBA from the University of Wisconsin-Milwaukee. She received the Chartered Financial Analyst designation in 1983. Mary Ellen is currently a member of the CFA Institute and is a member of the CFA Society of Milwaukee.

Gary A. Elfe, CFA
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Gary Elfe

Managing Director

Gary has over 36 years of investment experience managing various types of fixed income portfolios. Prior to joining Baird Advisors, Gary was a Senior Vice President and Research Director with Firstar Investment Research and Management Company (FIRMCO). He is Director of Fixed Income Research overseeing all credit-related decisions and responsible for setting and implementing investment strategy. Gary obtained his undergraduate degree and MBA from the University of Wisconsin-Milwaukee and received the Chartered Financial Analyst designation in 1982. Gary is currently a member of the CFA Institute and is a member of the CFA Society of Milwaukee.

Charles B. Groeschell
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Charles Groeschell

Managing Director

Charlie has over 34 years of investment experience managing various types of fixed income portfolios. Prior to joining Baird Advisors, Charlie was a Senior Vice President and Senior Portfolio Manager with Firstar Investment Research & Management Company (FIRMCO), where he played a lead role in the overall management of major fixed income client relationships. His responsibilities include setting investment policy, with a major portion of his time allocated to security analysis, credit research, and implementing the long-term investment strategy of the firm. Charlie received his undergraduate degree from Texas Christian University and his MBA from the University of Wisconsin-Milwaukee.

Warren D. Pierson, CFA
Senior Portfolio Manager icon: toggle

Warren D. Pierson, CFA

Managing Director

Warren has over 28 years of investment experience managing various types of fixed income portfolios. Prior to joining Baird Advisors, Warren was a Senior Vice President and Senior Portfolio Manager with Firstar Investment Research and Management Company (FIRMCO), where he managed municipal bond portfolios and intermediate taxable bond portfolios. A major portion of his time is allocated to yield curve analysis and credit research. He plays a lead role in coordinating and implementing all fixed income strategy at the firm. Warren received his undergraduate degree from Lawrence University and was awarded the Chartered Financial Analyst designation in 1990. Warren is currently a member of the CFA Institute and is past President of the CFA Society of Milwaukee.

Jay E. Schwister, CFA
Senior Portfolio Manager icon: toggle

Jay E. Schwister,CFA

Managing Director

Jay has over 30 years of investment experience managing various types of fixed income portfolios. Prior to joining Baird Advisors in late 2004, Jay was a Senior Vice President and Senior Portfolio Manager for 15 years with Putnam Investments in Boston. At Putnam, he was responsible for strategy formulation and portfolio construction across a wide variety of multi-sector fixed income mandates. Jay obtained his undergraduate degree in finance from Marquette University, and received the Chartered Financial Analyst designation in 1987. Jay is currently a member of the CFA Institute and is a member of the CFA Society of Milwaukee .

Daniel A. Tranchita, CFA
Senior Portfolio Manager icon: toggle

Daniel A. Tranchita, CFA

Managing Director

Dan has over 25 years of investment experience managing various types of fixed income portfolios. Prior to joining Baird Advisors, Dan was a Senior Vice President and Senior Portfolio Manager with Firstar Investment Research and Management Company (FIRMCO) where he did quantitative fixed income analysis and portfolio management. A major portion of his time is allocated to mortgage-backed and asset-backed research. Dan received his undergraduate degree and his MBA from Marquette University and the Chartered Financial Analyst designation in 1993. Dan is currently a member of the CFA Institute and is a member of the CFA Society of Milwaukee.

M. Sharon deGuzman
Portfolio Manager icon: toggle

M. Sharon deGuzman

Senior Vice President

Sharon has over 22 years of investment experience managing various types of fixed income portfolios. Prior to joining Baird Advisors, Sharon was an Assistant Vice President and Portfolio Manager with Firstar Investment Research and Management Company (FIRMCO), where she did quantitative fixed income analysis and portfolio management. She currently focuses on managing short and intermediate taxable portfolios and tax-exempt portfolios. She received her undergraduate degree from Eastern Illinois University. Sharon is currently a member of The CFA Institute and is a member of the CFA Society of Milwaukee.

Jeffrey E. Simmons, CFA
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Jeffrey E. Simmons, CFAManaging Director

Jeff has over 25 years of investment experience working with institutional fixed income clients. His responsibilities include developing, maintaining and serving the firm’s institutional clients. Prior to joining Baird Advisors Jeff spent over 13 years as a Managing Director at Dearborn Partners, where he was responsible for managing the firm’s institutional business unit. Jeff obtained his undergraduate degree from Northern Illinois University and his MBA from the University of Chicago. He received the Chartered Financial Analyst designation in 1993. Jeff is currently a member of the CFA Institute and is a member of the CFA Society of Chicago.

Jeffrey L. Schrom, CFA
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Jeffrey L. Schrom, CFA

Senior Vice President

Jeff has over 21 years of investment experience managing various types of fixed income portfolios. Prior to joining Baird Advisors in January 2002, Jeff was the Director of Corporate Bonds at Clarica Life Insurance for seven years. He began his career as an auditor at the Chicago Board of Trade. Jeff currently focuses on credit research and strategy. Jeff obtained his undergraduate degree from Carroll University and his MS in finance from the University of Wisconsin - Madison. He received the Chartered Financial Analyst designation in 1998. He successfully completed the Certified Public Accountant exam in 1991. Jeff is currently a member of the CFA Institute and is a member of the CFA Society of Milwaukee .

Meghan H. Dean, CFA
Portfolio Manager icon: toggle

Meghan H. Dean, CFA

Senior Vice President

Meg has over 16 years of investment experience managing various types of fixed income portfolios. Prior to joining Baird Advisors in 2007, Meg was a Vice President and Portfolio Manager with Deerfield Capital Management in Chicago, where she was a member of the Asset Backed Securities team focusing on Collateralized Debt Obligations. She currently focuses on mortgage-backed and asset-backed research. Meg obtained her undergraduate degree in economics from Boston College, and received the Chartered Financial Analyst designation in 2005. Meg is currently a member of the CFA Institute and is a member of the CFA Society of Milwaukee.

Patrick-Awuori Mutsune, CFA
Portfolio & Quantitative Analyst icon: toggle

Patrick-Awuori Mutsune, CFA

First Vice President

Awuori has over 17 years of investment experience. Prior to joining Baird Advisors, Awuori performed quantitative research and analysis at Baird. He has significant experience with investment systems and technology. Awuori received his undergraduate degree from Lawrence University and his MBA from the University of Chicago. He received the Chartered Financial Analyst designation in 2004. Awuori is currently a member of the CFA Institute and is a member of the CFA Society of Milwaukee.

Andrew J. O'Connell, CFA
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Andrew J. O'Connell

Vice President

Andy has over seven years of investment experience. Prior to joining Baird Advisors in 2011, Andy performed credit research at M&I Investment Management. He obtained his undergraduate degree from Marquette University, where he was a graduate of the Applied Investment Management program. Andy is currently a member of The CFA Institute and is a member of the CFA Society of Milwaukee.

Ian D. Elfe, CFA
Investment Analyst icon: toggle

Ian D. Elfe, CFA

Vice President

Ian has over five years of experience. Prior to joining Baird Advisors in June 2009, Ian received his MBA from the University of Wisconsin-Madison, where he was involved in managing fixed income portfolios in the Applied Security Analysis Program. He obtained his undergraduate degree from the University of Wisconsin-Madison. Ian previously worked as a corporate financial analyst at Telephone and Data Systems. Ian is currently a member of the CFA Institute and is a member of the CFA Society of Milwaukee.

Abhishek Pulakanti
Quantitative Credit Analysticon: toggle

Vice President

Abhishek has over seven years of investment experience. Prior to joining Baird Advisors in 2013, Abhishek was an Assistant Vice President and Fixed Income analyst at BMO Global Asset Management. He obtained his undergraduate degree in computer science from Vasavi College of Engineering and received his master's in computer science and MBA in finance from Sam Houston State University. Abhishek received his Financial Risk Manager (FRM) designation in 2010. Abhishek is a CFA Level III Candidate.

Peter J. Hammond
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Peter J. Hammond

Senior Vice President

Peter has over 25 years of financial services experience. Prior to joining Baird in early 2012, Peter was with UMB Fund Services for 16 years, most recently as Executive Vice President and Chief Administrative Officer responsible for overseeing the entire client experience. Peter received his undergraduate degree from Wesleyan University and MBA from the University of Michigan Ross School of Business.

Mary F. Hoppa
Operations Manager icon: toggle

Mary F. Hoppa

Senior Vice President

Mary has over 27 years of financial services experience. Prior to joining Baird in 2009, Mary spent 17 years at Strong Capital Management in various operational roles, including Senior Vice President and Director of Mutual Fund Administration. Her experience also includes Goldman, Sachs & Co, where she was a Vice President in the Asset Management business, and International Financial Data Services in Toronto, where Mary was Senior Vice President responsible for client relationships. Mary obtained her undergraduate degree in business administration from the University of Wisconsin - Madison.

Trish Klawitter
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Trish Klawitter

Senior Vice President

Trish has over 17 years of experience in financial services. Prior to joining Baird in 2014, Trish was a Vice President at PIMCO delivering product strategy, positioning and attribution on specific products as well as general economic and market conditions to clients. Her experience also includes serving as a client portfolio manager/portfolio advisor for Nuveen Investments on both taxable and tax-free fixed income products. Trish received her undergraduate degree and MBA from the University of Notre Dame.

Adrianne C. Limjoco
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Adrianne C. Limjoco

Vice President

Adrianne has over 13 years of experience working with institutional clients. Prior to joining Baird Advisors in 2013, Adrianne spent over 7 years as a Director at Dearborn Partners where she was responsible for leading the firm’s institutional consultant relations efforts. Her experience also includes the AFL-CIO Office of Investment and the Institutional Sales and Marketing Group at Mesirow Financial. She began her career at Marco Consulting as a Fixed Income Analyst and later as an Investment Manager Analyst. Adrianne received her undergraduate degree from DePaul University and her MBA from the Kellogg School of Management at Northwestern University.

Randall P. North
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Randall P. North

Senior Vice President

Randy has over 25 years of experience working with institutional trust and investment clients. Prior to joining Baird Advisors in early 2008, Randy was Vice President at Nicholas Company, Inc., a Milwaukee-based investment advisory firm, managing the firm’s institutional relationships. His experience also includes extensive trust experience serving as an Institutional Relationship Manager with Firstar Trust and Marshall & Ilsley Trust. Randy received his undergraduate degree and his MBA from Marquette University.

Kathleen R. Ruidl
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Kathleen R. Ruidel

Vice President

Kate has over seven years of experience at Baird Advisors working with institutional clients and mutual fund distribution platforms. Kate received her undergraduate degree and MBA from Marquette University.

Heidi L. Schneider, CFA, CPA
Business and Client Services Manager icon: toggle

Heidi L. Schneider, CFA, CPA

Senior Vice President

Heidi has over 19 years of financial services experience. Prior to joining Baird Advisors Heidi was the Controller for the Private Wealth Management division at Baird. She began her career as an auditor for Arthur Andersen. Heidi received her undergraduate degree from the University of Wisconsin – Whitewater. She received the Certified Public Accountant designation in 1999. She received the Chartered Financial Analyst designation in 2012. Heidi is currently a member of the CFA Institute and is a member of the CFA Society of Milwaukee.

Richard A. Whittow
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Richard A. Whittow, CEBS

Senior Vice President

Dick has over 35 years of administrative experience working with institutional trust clients. Prior to joining Baird Advisors, Dick was a Vice President at Firstar Bank in the Institutional Trust Division, where he served as Market Manager for the Master Trust/Custody Group. Dick obtained his undergraduate degree from Carroll University. Dick is former president of the Greater Milwaukee Employee Benefits Council, the Wisconsin Retirement Plan Professionals and the Milwaukee Chapter of the International Society-CEBS.