Investment Strategists

Chief Investment Strategist

Bruce provides stock market analysis to Baird’s retail, institutional and corporate clients, and also is a member of Baird’s Investment Policy and Stock Selection committees. He joined Baird in 2002. Bruce began his investment career as head trader at the options trading firm of Thomas, Haab and Botts in New York City, where he served for nine years. In 1974, Bruce joined J.C. Bradford & Company to establish and head the Options Department. In 1985, he joined Bradford’s Research Department, where he was Partner in charge of market strategy until the company was acquired by Paine Webber in 2000. He received both his BS in Business and MBA in Economics and Finance from Fairleigh Dickinson University.

Associate Investment Strategist

Willie is Baird’s Associate Investment Strategist. Before joining Baird in 1999, Willie worked briefly as a researcher at the Committee for Economic Development, a Washington, D.C., pro-business think tank. Willie received a BA in Economics and in Government and Politics from the University of Maryland, and an MA in Economics at the University of Wisconsin-Milwaukee. Willie is a member of the Market Technicians Association (MTA) and the American Economics Association (AEA).