Baird Investment Management Team

BIM's growth and value teams have extensive market experience and have worked together for extended periods through a variety of market environments.

Value Team

Michelle Stevens, CFA
Senior Portfolio Manager: icon toggle

Michelle Stevens

Managing Director

Michelle has 20 years of investment industry experience, having managed mutual funds, sub-advised funds and institutional separate accounts in the Small, Small/Mid (SMID) and All Cap Value Equity disciplines. She holds an MBA from the University of Cincinnati and received her bachelor’s degree in economics from Wittenberg University. She also holds the Chartered Financial Analyst designation.

Jonathan DeMoss, CFA, CPA, CFP®
Investment Analyst: icon toggle

Vice President

Jonathan has 17 years of investment industry experience and holds both an MBA from Indiana University and a bachelor’s degree in accounting/management from Iowa State University. He is a member of the Cincinnati Society of Financial Analysts and has earned both the Chartered Financial Analyst and CERTIFIED FINANCIAL PLANNERTM certification. Jonathan is also a Certified Public Accountant.

Richard Roesch
Investment Analyst icon: toggle

Vice President

Rich has 20 years of investment industry experience and holds a bachelor’s degree in finance from Butler University. He is a member of the Dayton Society of Financial Analysts and has earned his Certified Financial Analyst designation.

Rob Zwiebel
Senior Marketing Specialist icon: toggle

Senior Vice President

Rob has more than 22 years of investment sales, marketing and client service experience, having been responsible for retail and institutional business development for both wirehouse and regional broker-dealer national accounts. He holds a bachelor’s degree in finance from the University of Dayton.

 

Mid Cap Growth Team

Chuck Severson, CFA
Senior Portfolio Manager icon: toggle

Chuck Severson

Managing Director

Chuck has over 27 years of investment experience. He is currently a Senior Portfolio Manager on BIM’s Mid Cap Growth product and covers industrials and software. Chuck earned a Master of Science degree in finance in 1987 and BBA degree in 1982 from the University of Wisconsin-Madison, where he was a member of the Applied Security Analysis Program. He earned the Chartered Financial Analyst designation in 1991.

Kenneth Hemauer, CFA
Senior Portfolio Managericon: toggle 

Ken Hemauer

Managing Director

Ken has over 20 years of investment experience and currently serves as a Senior Portfolio Manager for BIM's Mid Cap Growth product. He covers financial services and consumer discretionary. Prior to joining BIM he spent seven years in Baird's sell-side Equity Research Department as a Senior Analyst leading the coverage of financial institutions. Ken has both a BBA and Master of Science degree in finance from the University of Wisconsin-Madison, where he was a member of the Applied Security Analysis Program. He earned the Chartered Financial Analyst designation in 1995.

Douglas Guffy
Senior Research Analysticon: toggle

Douglas Guffy

Senior Vice President

Doug has over 30 years of investment experience and is a Senior Research Analyst covering energy. Before joining BIM, he spent just over nine years as an analyst and portfolio manager with American Express Financial Corp. in Minneapolis. Prior to that he was an equity analyst for Banc One Investment Advisors in Columbus, Ohio. Doug earned his BA in economics and government from Anderson University and his MBA from Ball State University.

Reik Read
Director of Baird Investment Managementicon: toggle

Reik Read

Managing Director

Reik joined Baird in 2000 and has over 16 years of investment experience. He currently serves as Director of BIM and his investment experience includes covering electronic manufacturing and business services. Prior to joining BIM, he spent 11 years with Baird in the equity research department. Reik's experience also includes working as a mangement consultant with Ernst & Young. He also ranked second in the Electronics category by Forbes in 2008. Reik earned both a B.S. in Economics and an M.B.A. at the University of Wisconsin-Madison.

Jonathan Good
Senior Research Analyst icon: toggle

Jonathan Good

Vice President

Jonathan has over 14 years of investment experience and currently serves as Senior Research Analyst covering health care and information technology. Before joining BIM, Jonathan worked at Gartmore Global Investments as an equity analyst for their Global Health Sciences Fund. Prior to joining Gartmore, he spent five years at William Blair & Company as an equity research associate covering Biotech, Lifesciences, Diagnostics and Orthopedics. Jonathan earned a degree in applied and biomedical sciences from the University of Pennsylvania and his MBA from the Kellogg School of Management at Northwestern University.

Chaitanya Yaramada, CFA
Senior Research Analyst icon: toggle

Chaitanya Yaramada

Vice President

Chaitanya joined Baird in 2009 and has five years of investment experience. She joined BIM this May and currently serves as a Research Analyst covering Information Technology-Software. Prior to joining BIM, she spent five years with Baird in the equity research department. She also has four years of professional experience as an IT Consultant and Business Analyst. Chaitanya received her MBA with Honors from the University of Chicago Booth School of Business and a Bachelor of Engineering (Software) with Honors from the University of Auckland, New Zealand. She earned the Chartered Financial Analyst designation in 2013.

Todd Haschker
Director of Sales icon: toggle

Director

Todd has 20 years of investment experience and currently serves as the Director of Sales. Before joining Baird, he worked at Heartland Advisors, overseeing the relationships within the investment consultant community. Todd graduated from the University of Wisconsin-Madison in 1993, earning a BS degree in economics.

Brad O’Keef
BIM Institutional Salesicon: toggle

 

Vice President

Brad has 20 years of investment experience and currently serves as BIM’s Institutional Sales Representative to Registered Investment Advisors. Prior to joining Baird, he worked as Director of Private Wealth & Trust at Janus Capital and Principal and Regional Director at Madison Investment Advisors. Brad graduated from the University of Wisconsin-Madison in 1994 with a degree in communications and public address.

 

Large Cap Kailash Team

Matthew Malgari
Portfolio Manager icon: toggle

Portfolio Manager

Matthew Malgari is the Senior Portfolio Manager of the Baird Large Cap strategy, sub-advised by Baird Kailash. He joined the sub-advisor in October 2013. Matt has over 17 years of investment experience with 14 of those years at Fidelity where he worked in roles that covered every facet of the investment process including equity trading, equity research and portfolio management. In his last three years there he worked as an Assistant Portfolio Manager on the Fidelity Diversified International Fund (FDIVX). After leaving Fidelity in 2010, Matt became the Managing Director of Equity Research at Knight Capital. At Knight he built and managed an equity research team that integrated quantitative and fundamental processes which generated significant excess returns.

 

Specialized Asset Management

J. Randall McLaughlin, CFA
Portfolio Managericon: toggle

Randy McLaughlin

Senior Vice President

Randall has over 22 years of investment experience and is currently a Portfolio Manager serving high-net-worth relationships. Prior to joining Baird Investment Management, he worked for Baird as a Financial Advisor. Randall graduated from the University of Colorado – Boulder with a BA in economics in 1989. He earned the Chartered Financial Analyst designation in 1999.

Brenda Hutchinson, CFA
Portfolio Manager icon: toggle

Brenda Hutchinson

Senior Vice President

Brenda has over 25 years of investment experience and is currently a Portfolio Manager serving high-net-worth relationships. Prior to joining Baird, Brenda was an auditor for a Wisconsin-based bank. She graduated from the University of Wisconsin – Milwaukee, earning a BBA in finance summa cum laude in 1989. She earned the Chartered Financial Analyst designation in 1998.