Chief Investment Officer

Bary has more than 16 years of investment experience. Currently, he serves as Chief Investment Officer of Baird Investment Management and is a 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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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.
 

Portfolio Manager

Brenda has more than 19 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.

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Portfolio Manager

Randy has more than 16 years of investment experience and is currently a portfolio manager serving high net-worth relationship. Prior to joining Baird Investment Management, he worked for Baird as a Financial Advisor. Randy graduated from the University of Colorado–Boulder with a BA in Economics in 1989. He earned the Chartered Financial Analyst designation in 1999.
 

Senior Portfolio Manager

Chuck has more than 21 years of investment experience and is currently a senior portfolio manager on BIM’s small- and mid-cap growth products. Chuck earned a MS in Finance in 1987 and BBA 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.
 

Director of BIM Research

Ken has more than 14 years of investment experience and currently serves as the Director of BIM research as well as Senior Research Analyst for the financial services sector. 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 MS 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.
 
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Research Analyst

Tom has more than six years of investment experience and currently serves as Research Analyst for the industrials sector. Before joining BIM, Tom spent five years on Baird's sell-side as a research analyst, assisting in the coverage of industrial companies. Tom graduated magna cum laude from the University of Notre Dame with a BBA in finance in 2001, and earned the Chartered Financial Analyst designation in 2006.

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Senior Research Analyst

Carla has more than 15 years of investment experience and currently serves as Senior Research Analyst for the Business Services, Software and Human Capital Services industries. Prior to joining BIM she spent 10 years as a senior analyst in Baird's sell-side Equity Research Department. During this time, she covered several Business Services sectors including Financial Technology Services, and in 2000 was recognized among the top 10 analysts for the Computer Services sector by Reuters. Prior to joining Baird in 1995, Carla spent three years as a buy-side analyst at the Prudential Investment Corporation, in growth equities and corporate and convertible bonds. She is a graduate of Princeton University and received her MBA from Northwestern University. She earned her Chartered Financial Analyst designation in 1993.
 

Senior Research Analyst

John has more than 12 years of investment experience and currently serves as Senior Research Analyst for the semiconductor, computer hardware and communications equipment industries. Prior to joining BIM, John spent more than nine years as a securities analyst and portfolio manager at RiverSource Investments, LLC. He earned a BS in Chemistry and Mechanical Engineering from the United States Military Academy, as well as an MBA from the University of Iowa.
 

Senior Research Analyst

Jim has more than 11 years of investment experience and currently serves as Senior Research Analyst for the consumer discretionary and consumer staples sectors. Before joining BIM, he spent five years at AIM Investments, holding both research analyst and portfolio management responsibilities. Prior to joining AIM, he spent two years as a sell-side analyst covering retail and apparel companies. Jim is a graduate of the University of the Pacific and received his MBA from Tulane University.

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Senior Research Analyst

Jonathan has more than seven years of investment experience and currently serves as Senior Research Analyst for the health care sector. Before joining BIM, he worked at Gartmore Global Investments as an equity analyst for its 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 earned his MBA from the Kellogg School of Management at Northwestern University.
 

Director of Sales and Business Management

Todd has more than 13 years of investment experience and currently serves as the Director of Sales and Business Management. Before joining Baird, he worked at Heartland Advisors, overseeing relationships within the investment consultant community. Todd graduated from the University of Wisconsin–Madison in 1993, earning a BS in Economics.
 

Institutional Sales and Marketing

Jim has more than 14 years of investment experience. Prior to joining BIM, he spent 11 years with Baird as an Institutional Equity Broker, responsible for sales in the New York Tri-State Area. Before joining Baird, Jim spent seven years as a Senior Consultant with Runzheimer International where he was responsible for the origination of marketing and business development for the firm's Government Division. Jim graduated from the University of Wisconsin–La Crosse in 1979, earning BS degrees in Political Science and Journalism.
 

Regional Marketing Representative

George has more than 14 years of investment experience and currently serves as the Regional Marketing Representative for BIM. Prior to joining Baird in 1999, George was a regional director for Van Eck Global, a New York City global investment management firm. He began his financial services career as a financial advisor with Primerica. He is a distinguished military graduate from the University of Texas at Austin where he earned a BA with a major in economics, rising to the rank of lieutenant colonel in the U.S. Army. He holds an MBA with a concentration in finance from the Fuqua School of Business at Duke University. George is also a Certified Investment Management Analyst (CIMA^®) and long-time member of the Investment Management Consultants Association (IMCA).
 

BIM Marketing Specialist

Wendy has more than nine years of investment experience and currently serves as a marketing specialist for BIM. Wendy graduated with a BBA from the Unversity of Wisconsin–Eau Claire in 1999. She earned the Charter Mutual Fund Counselor designation in 2003.

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BIM Marketing Specialist

Christie has more than nine years of investment experience and currently serves as a marketing specialist for BIM. Her previous experience in the investment industry was in Institutional Marketing and servicing the consultant community. Christie received her BA from Mary Washington College in Fredericksburg, Va., in 1993.