Private Wealth Management Leadership Team

Managing Director
President – Private Wealth Management

Mike Schroeder is President of Baird Private Wealth Management. Since 2001, he has been responsible for all sales and operating activities of Baird’s Private Wealth Management network and oversees Financial Advisor Services, Private Asset Management, and other units supporting the efforts of Financial Advisors, who serve Baird’s individual, institutional and corporate clients.

Mike is a member of the Baird board of directors and the firm’s Executive, Human Capital, Credit, Investment Advisory, Operations, Product Management and Diversity Steering committees. Prior to being named a Regional Director of Private Wealth Management in 1995, Mike was a Portfolio Manager, serving both individual and institutional investors. He joined Baird in 1986 and started his career as a Financial Advisor.

Mike received a BBA in Finance, Investments and Banking from the University of Wisconsin-Madison, and is a graduate of the Securities Industry Institute at The Wharton School of Business. Back To Top

Matt Curley is National Sales Director and Chief Operating Officer for Baird’s Private Wealth Management business, having rejoined the firm in 2005. Previously, he served as a Regional Director, a role in which he oversaw branches located in Georgia, Indiana, Michigan, Northern Kentucky, Ohio, Tennessee and Texas, and served Branch Managers, Financial Advisors and their clients.

Before joining Baird, Matt was a First Vice President and Financial Advisor at Smith Barney for 13 years. Prior to Smith Barney, he began his career at Baird as a Financial Advisor in the Winnetka, Ill., branch. As an advisor for 17 years, Matt focused on investment management consulting for high-net- worth clients and institutions.

Matt earned his bachelor’s degree in Business Administration with an emphasis in Finance from the University of Iowa.

Managing Director
Vice Chairman – Private Wealth Management

John Mabee is Vice Chairman for Baird’s Private Wealth Management business. In this role, he works closely with regional and branch leadership to recruit and retain the best advisors in the industry, as well as identify new growth opportunities for the business. He also focuses broadly on the needs of branch associates, understanding how the firm can best support our wealth management professionals in serving their clients.

Previously, John had been a Regional Director since 2000, a role in which he focused on building out Baird’s Eastern Region as well as establishing new offices in other parts of the country. He also managed our Peoria, Ill., office for six years. He joined Baird as a financial advisor in 1994.

John’s career began more than 30 years ago, as a financial advisor in E.F. Hutton & Co.’s Peoria, Ill., office. He was in production for approximately 20 years and served as Branch Manager of the Peoria office for 17 years. He has a bachelor’s degree in Political Science from St. Ambrose University.

Managing Director
Regional Director - Private Wealth Management

Erik Dahlberg is a Regional Director for Baird’s Private Wealth Management business, having joined the firm in 1987. Currently, he oversees branches located in Wisconsin, Illinois, Iowa, Missouri, Minnesota, Colorado and Nebraska, serving Branch Managers, Financial Advisors and their clients.

Erik began his career with Baird as a Financial Advisor in the Janesville, Wis., office, taking over as Branch Manager in 1993. He has continued to work with his clients, helping them reach their financial goals.

Erik is a graduate of the University of Wisconsin-Eau Claire where he earned a bachelor’s degree in Business Management with an emphasis on Finance.

Bill Johnson is a Regional Director for Baird’s Private Wealth Management business. Currently, he oversees branches located in the Eastern Region, including Florida, Georgia, Maryland, North Carolina, South Carolina, Pennsylvania, Tennessee, and Virginia. In this role, he serves Branch Managers, Financial Advisors and their clients.

In 2009, Bill joined Baird to serve as branch manager of its new Lynchburg, Va., office. He also served as a financial advisor, working with clients to help them reach their financial goals. Prior to Baird, Bill was a complex manager, branch manager and financial advisor with Legg Mason (now Morgan Stanley Smith Barney). He also worked a financial advisor with Wheat First Securities and Anderson Strudwick/Merrill Lynch.

Bill is a graduate of the University of Georgia where he earned a bachelor’s degree in Finance, specializing in Investment Management.

Prior to joining Baird in 2011, Steve was a complex manager at Morgan Stanley Smith Barney, overseeing more than 220 financial advisors in 10 branch offices. His career in the financial service industry spans nearly 30 years, all with Smith Barney where he started as a financial consultant in 1983 and went on to hold a variety of management roles including regional director of Smith Barney’s North Central region.

Steve earned a bachelor’s degree in finance and economics from the University of Illinois at Urbana-Champaign and an MBA from the Kellogg School of Management at Northwestern University.