Asset Management - Fixed Income Baird Advisors Team

Baird Advisors Team

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Stable, Experienced Management Team


The team first developed its innovative multi-factor duration model to manage interest rate risks in the early 1980s. Over time,
that model has evolved into the high-quality, duration-neutral approach Baird Advisors uses today.

The three senior partners of Baird Advisors, Mary Ellen Stanek, CFA, Gary Elfe, CFA, and Charles Groeschell, have
worked together for nearly 30 years. Mary Ellen Stanek has served as Chief Investment Officer and has led the team
since May 1983. These three founding partners continue to lead a very deep and seasoned portfolio management
team with uncommon longevity.


 
 
Mary Ellen Stanek, CFA
Managing Director
Chief Investment Officer

Mary Ellen has over 33 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 34 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 32 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 26 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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Jay E. Schwister, CFA
Managing Director
Senior Portfolio Manager

Jay has over 28 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.

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Daniel A. Tranchita, CFA
Managing Director
Senior Portfolio Manager

Dan has over 23 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
Senior Vice President
Senior Portfolio Manager

Sharon has over 20 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.

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Peter Hammond
Senior Vice President

Peter has over 23 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.

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Senior Vice President

Mary has over 25 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.

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Richard. A. Whittow, CEBS
Senior Vice President
Client Services

Dick has over 33 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 College and received the Certified Employee Benefits Specialist (CEBS) designation from the International Foundation of Employee Benefits and the Wharton School of Pennsylvania. 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.

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Jeffrey L. Schrom, CFA
First Vice President
Portfolio Manager

Jeff has over 19 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 7 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 College and his M.S. 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.

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Meghan E. Hegarty, CFA
First Vice President
Portfolio Manager
Meg has over 14 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 Chicago.

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Randall P. North
First Vice President
Client Services

Randy has over 23 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 servicing as a Institutional Relationship Manager with Firstar Trust and Marshall & Ilsley Trust. Randy received his undergraduate degree and his MBA from Marquette University.

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Patrick-Awouri Mustune, CFA
First Vice President
Portfolio & Quantitative Analyst

Awuori has over 15 years of investment experience. Prior to joining Baird Advisors Awuori performed quantitative research and analysis at Robert W. Baird & Company. 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 Booth School of Business. 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.

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Kathleen R. Ruidl
Vice President
Investment Analyst

Kate has over 7 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.

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

Andy has over 5 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.

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Julie E. Smallwood, CFA
Vice President
Portfolio Manager

Julie has over 10 years of investment experience. Prior to joining Baird in late 2011, Julie was a Vice President for nine years with Eubel Brady & Suttman Asset Management (EBS) in Dayton, OH. At EBS she was a member of the Investment Policy Committee and a Relationship Manager responsible for developing and servicing individual and institutional clients on a national basis. Prior to joining EBS she had 10 years of professional experience in the field of Finance. Julie earned her undergraduate degree in mathematics from The Ohio State University, and her MBA from The Amos Tuck School of Business Administration at Dartmouth College. She received her Chartered Financial Analyst (CFA) designation in 2006. Julie is currently a member of The CFA Institute and is a member of the CFA Society of Milwaukee.

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Ian D. Elfe, CFA
Vice President
Portfolio Analyst

Ian has over 3 years of investment 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.

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