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Mary Ellen Stanek, CFA
Managing Director
Chief Investment Officer
Mary Ellen has over 30 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.
Full Biography
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Gary A. Elfe, CFA
Managing Director
Senior Portfolio Manager
Gary has over 31 years of investment experience managing various types of fixed income portfolios. Prior to joining Baird Advisors, Gary was a Senior Vice President and Senior Portfolio Manager 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.
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Charles B. Groeschell
Managing Director
Senior Portfolio Manager
Charlie has over 29 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.
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Warren D. Pierson, CFA
Managing Director
Senior Portfolio Manager
Warren has over 23 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.
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Daniel A. Tranchita, CFA
Senior Vice President
Senior Portfolio Manager
Dan has over 20 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.
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M. Sharon deGuzman
First Vice President
Portfolio Manager
Sharon has over 17 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 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.
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Douglas Guffy
Senior Portfolio Manager
Douglas has more than 24 years of investment experience and is a senior portfolio manager on BIM’s large-cap growth product. Before joining BIM, he spent just over 9 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. Douglas earned his BA in Economics and Government from Anderson University and his MBA from Ball State University.
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J. Bary Morgan, CFA
Chief Investment Officer
Bary has more than 16 years of investment experience. Currently, he serves as senior portfolio manager on BIM’s mid- and large-cap growth products. Prior to joining BIM, he worked as a CPA in the Chicago office of Arthur Andersen, where he focused on personal financial issues including retirement and estate tax considerations for high-net-worth individuals as well as family wealth planning. He concentrated his undergraduate studies in finance and accounting, earning a BS in Finance summa cum laude from Louisiana Tech University in 1988. Bary attended the Indiana University Graduate School of Business and received an MBA with honors in 1992. He earned the Chartered Financial Analyst designation in 1995.
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Chuck Severson, CFA
Senior Portfolio Manager
Chuck has over 21 years of investment experience and is currently a senior portfolio manager on BIM’s mid cap growth product. Mr. Severson 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.
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