Mortonson brings a wealth of knowledge and strategic insight to help clients identify actionable market intelligence in the tech sector
MILWAUKEE – March 10, 2020 – Baird, an employee-owned, international wealth management, asset management, investment banking/capital markets and private equity firm, announced today that it has added Ted Mortonson as Managing Director and Technology Desk Sector Strategist.
With a focus on macro technology research and trading trends, Mortonson will serve as an extension of Baird’s technology research platform to further enhance the firm’s connectivity with clients across equity sales and trading.
Mortonson joins Baird with over 30 years of technology sector experience in senior sales and management roles at a number of top sell-side firms. He most recently served as Managing Director of the Technology Sales Group at Raymond James, and before that held senior positions including Partner at Pacific Crest Securities and Senior Managing Director at the Royal Bank of Canada, where he managed RBC’s global sales platform.
Mortonson earned a Bachelor of Sciences degree from the United States Naval Academy and post-graduation earned the designation of a Naval Aviator.
“The technology sector is vital to our overall research strategy, which is built upon covering attractive growth companies by providing our in-depth, proprietary insights,” said Jon Langenfeld, Head of Global Equities for Baird. “Ted’s experience and knowledge across every key technology vertical complements our 11 senior technology research analysts, averaging over 21 years of industry experience. Baird continues to elevate our presence in tech across sales, trading and research.”
Baird is an employee-owned, international wealth management, asset management, investment banking/capital markets, and private equity firm with offices in the United States, Europe and Asia. Established in 1919, Baird has approximately 4,600 associates serving the needs of individual, corporate, institutional and municipal clients. Baird has more than $300 billion in client assets as of December 31, 2019. Committed to being a great place to work, Baird ranked No. 13 on the Fortune 100 Best Companies to Work For® list in 2020 – its 17th consecutive year on the list. Baird is the marketing name of Baird Financial Group. Baird’s principal operating subsidiaries are Robert W. Baird & Co. Incorporated in the United States and Robert W. Baird Group Ltd. in Europe. Baird also has an operating subsidiary in Asia supporting Baird’s investment banking and private equity operations. For more information, please visit Baird’s website at www.rwbaird.com.