Public Investment Advisors
 
 
 
Prudent investing of public funds is key to meeting the investment objectives of your particular entity. Whether developing an investment strategy to meet certain requirements of a bond issue or designing an investment portfolio to meet longer term investment goals, we tailor each portfolio to fit your specific needs.
Highly experienced at meeting the investment needs of public entities, the Baird Public Investment Advisors team uses many different steps to best assist your investment goals.

• Review the investment policy of your entity
• Determine investment objectives and assess risk tolerances
• Review historical cash flows
• Discuss future cash flow forecasts
• Identify any unique needs
• Review your current investments
• Provide comprehensive investment reporting and analysis

Using this information, we help you determine an appropriate allocation of investments. This could include a liquidity portfolio for funds your entity will need in next six months, or a core portfolio for funds without immediate needs.
 
 
 
About our team
 
Baird Public Investment Advisors team includes Ryan Nelson, Jennifer Trowbridge and Brandon Zureick. This portfolio management team has years of experience managing investment portfolios for public entities. Together, they provide portfolio management services, including the development of investment strategies for public entity clients. This involves a thorough knowledge of state investment statutes and client specific investment parameters.

Ryan Nelson’s fixed income management responsibilities include investment portfolio development and client relationship management. Prior to joining Baird, he was Chief Investment Officer of Cincinnati-based Seasongood Asset Management, LLC (now RBC Capital Markets), where he was responsible for all fixed-income investment management activities for the public fund clients. Ryan obtained his undergraduate degree in Accounting from the University of Kentucky and his MBA in Finance from Xavier University. Ryan has received the Chartered Financial Analyst designation and is a current member of the CFA Institute.

Jennifer Trowbridge’s fixed income management responsibilities include economic research, investment portfolio development and client relationship management. Prior to joining Baird, Jennifer was Director of Client Services at Cincinnati-based Renaissance Investment Management, where she was primary contact for all firm relationships and responsible for incoming marketing and financial advisor inquiries. Jennifer earned her undergraduate and MBA degrees in Finance from Xavier University. Jennifer has received the Chartered Financial Analyst designation and is a current member of the CFA Institute.

Brandon Zureick uses strong analytical skills and client service experience to provide portfolio analysis to Baird Public Investment Advisors. Prior to joining Baird, Brandon was a fund administrator at Fort Washington Investment Advisors where he was responsible for the creation and implementation of several financial models for cash flow forecasting. Additionally, he conducted multiple sensitivity analyses to gauge fund profitability. Brandon obtained his undergraduate degree in Finance and Accounting from the University of Cincinnati. He is a Level II candidate in the CFA Program.
 
 
Contact Information
 
Toll Free: 888-596-2293

 
 
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