The members of our Wealth Management Leadership Team are listed below.
Michael J. Schroeder, President: toggle
Michael J. Schroeder
After joining Baird in 1986, Mike built a successful practice as a Financial Advisor, serving families and individual’s wealth management needs. In 1995, he became Regional Director and was named Chief Operating Officer of Private Wealth Management in 1999. Since 2001, Mike has held the position of President of Private Wealth Management (PWM) – Baird’s largest business unit – and oversees more than 1,300 advisors in approximately 150 locations coast-to-coast.
In addition to his role on the firm’s Executive Committee, Mike is a member of Baird’s Board of Directors and the Marketing and IT Committees. Mike is also actively involved in his community and serves on multiple boards, including Riverfront Investment Group, Hilliard Lyons Trust Co., Baird Foundation and Baird Insurance Services, Inc. Passionate about giving back to his community, Mike served as past member of the Froedtert Hospital Foundation and has volunteered for numerous charities such as Ducks Unlimited, United Way, Boys & Girls Club of America and more.
Mike received a Bachelor of Business Administration in finance, investments and banking from the University of Wisconsin-Madison. He continues to be active with the University and has guided Baird’s efforts to become the Founding Partner of the Wealth Management Program at UW. He is also an Alumnus of the Securities Industry Institute at The Wharton School of Business.
Erik Dahlberg, Executive Director icon: toggle
Erik Dahlberg is Executive Director of Baird’s Private Wealth Management Branch System, a role in which he leads and executes the shared strategic vision for the firm’s Private Wealth Management business. He is responsible for oversight of all wealth management branches, with his primary focus being on ensuring a client-first mindset by providing support and resources to Baird’s Divisional Directors.
Previously, Erik was a Regional Director for Baird’s Private Wealth Management group and Branch Manager of Baird’s largest wealth management office in Milwaukee, Wis. He joined Baird in 1987 as a financial advisor in the Janesville, Wis., office and took over as branch manager in 1993.
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.
John Mabee, Vice Chairman: toggle
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.
Matthew S. Curley, Divisional Director: toggle
Matthew S. Curley
Matt Curley is a Divisional Director for Baird’s Private Wealth Management business. In this role, he oversees Baird’s branches in the Eastern half of the United States.
He was previously a Regional Director for Baird’s Private Wealth Management group. 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.