We are dedicated institutional consulting experts specializing in servicing foundations, endowments, certain trusts, pension funds and defined benefit plans. We provide objective advice and tailored solutions with a full understanding of each client’s unique mission and goals. 

Contact Us

Pat Cronin, CFA®, CAIA
pcronin@rwbaird.com 
+1-414-298-2498

Kathryn Nusbaum, CFP®, CPA
knusbaum@rwbaird.com 
+1-704-237-1451