The products and services experts are listed below.
Laura Thurow, CFA: toggle
Laura Thurow, CFA
Director of Private Wealth Management Research, Products & Services
Laura Thurow is Director of Research, Products & Services for Baird’s Private Wealth Management (PWM) group. In this role, she is responsible for the people and platforms that support Baird’s financial advisors in all aspects of their wealth management practices. This includes investment research and portfolio management, financial and estate planning, advisory solutions, credit and cash management, corporate and executive services, and various other products and programs, as well as technology strategy. As part of the PWM Leadership Team, she is also involved in various strategic initiatives in support of Baird’s overall wealth management platform.
Laura received a bachelor of arts degree in Economics from Trinity College and an MBA from the University of Chicago Booth School of Business. She has earned the CFA charter and is a member of the CFA Society of Milwaukee. Commentary from Laura has been featured in national, regional and trade media including The Wall Street Journal, The New York Times, USA Today, Kiplinger’s and Worth.
Kathy Blake Carey, CFAicon: toggle
Kathy Blake Carey, CFA
Director of PWM Asset Manager Research
Kathy Carey is Director of Asset Manager Research for Baird’s Private Wealth Management group. She is a co-portfolio manager for the ALIGN Strategic Portfolios where she is involved with investment, asset allocation and rebalancing decisions, as well as due diligence of the portfolios. Additionally, she is a voting member of Baird’s Equity Recommended Portfolio and sits on the firm’s Investment Policy Committee.
Previously, Kathy spent nine years as an equity analyst and sector portfolio manager with Mason Street Advisors, the public investment subsidiary of Northwestern Mutual. Before that, she was a senior associate in Baird’s Equity Research Department covering Utilities and Financial Technology for four years.
Kathy received a bachelor of arts degree from Yale University and an MBA from the University of Colorado-Colorado Springs. She has earned the CFA charter and is a member of the CFA Society of Milwaukee. She also holds a Series 7 license. Kathy is treasurer of the Yale Association of Wisconsin and a member of its scholarship committee.
William A. Delwiche, CMT, CFAicon: toggle
William A. Delwiche
William Delwiche is Baird’s Investment Strategist and is a member of the Investment Policy Committee. Before joining Baird in 1999, he worked as a researcher at the Committee for Economic Development, a Washington, D.C., pro-business think tank. Since 2004, Willie has also been the co-manager of Baird's ETF-based ALIGN Tactical Portfolios.
Willie received a BA in Economics and in Government and Politics from the University of Maryland, and an MA in Economics from the University of Wisconsin-Milwaukee. He is a member of the Market Technicians Association and past member of the American Economics Association. Willie is both a Chartered Market Technician and a CFA Charter holder.
Commentary from Willie on the economy and stock markets has been featured in national, regional and trade media such as BARRON’S and Bloomberg BusinessWeek. He has appeared on Fox Business, the Nightly Business Report, and the MoneyLife show. Willie also regularly shares his perspectives via Twitter (@WillieDelwiche) and other social media outlets.
B. Craig Eldericon: toggle
B. Craig Elder
Senior Fixed Income Analyst
Craig Elder is a Senior Fixed Income Analyst, a role in which he provides fixed income market and investment strategy to Baird's Private Wealth Management Group. He provides credit research support for corporate bonds, municipal bonds and preferred stocks. He is the author of Baird's "Fixed Income Weekly."
Prior to joining Baird, Craig was a Senior Vice President in the Fixed Income Research Department at Morgan Keegan, serving as the senior analyst for the Retail Fixed Income Trading Desk. Formerly, he was also the Controller for the SBA Trading Department at the Planters National Bank in Memphis. He began his career in the financial services industry as an account executive for Dean Witter Reynolds.
Craig holds a BBA in Business Administration with a major in Finance from the Fogelman College of Business and Economics at the University of Memphis and received an MBA from Christian Brothers University in Memphis. He is a member of the Fixed Income Analyst Society, the CFA Society of Chicago and the CFA Institute.
Commentary from Craig on the bond markets has been featured in national, regional and trade media such as CNBC, The Wall Street Journal, USA Today, The Bond Buyer, CFA Magazine, and Bloomberg News.
Timothy M. Steffen, CPA/PFS,
CFP®, CPWA®icon: toggle
Timothy M. Steffen
Director of Advanced Planning
Tim Steffen is Director of Advanced Planning for Baird’s Private Wealth Management business, a role in which he is responsible for researching, writing and speaking about financial planning issues impacting Baird’s clients. This includes topics related to retirement planning, taxes, college funding, estate planning, and overall financial best practices.Prior to joining Baird in 1999, Tim worked in Arthur Anderson’s Private Client Services group in Milwaukee where he specialized in tax and financial planning. His clients included corporate executives, business owners and families.
Tim earned his bachelor’s degree in accounting from the University of Illinois. He is a Certified Public Accountant/Personal Financial Specialist, a CERTIFIED FINANCIAL PLANNERTM professional and a Certified Private Wealth AdvisorSM professional, as well as a member of the American and Wisconsin Institutes of CPAs, Investment Management Consultants Association (IMCA) and Financial Planning Association.
Commentary from Tim on a wide range of financial planning topics has been featured in national, regional and trade media such as The Wall Street Journal, Bloomberg BusinessWeek, Kiplinger’s Personal Finance, U.S. News & World Report, Morningstar, CNBC.com, and InvestmentNews. In addition, he speaks to numerous client and professional groups about tax and financial planning topics, and has taught financial planning classes for the IMCA and at the University of Wisconsin-Madison.
Tim regularly shares his perspectives via Twitter (@TimSteffenCPA) and other social media outlets.
Susie Bauericon: toggle
Senior Vice President
Susie Bauer is the 529/UIT Manager for Baird, where she has worked in UIT marketing since 1997 and 529 plan marketing since 2000. Additionally, she is a trainer, and conducts e-learning sessions and educational presentations for Baird associates.
Since 2004, Susie has served as co-chair of the Securities Industry & Financial Markets Association’s (SIFMA) 529 State Regulation & Legislation Committee. Prior to joining Baird in 1997, she was the Artistic Director and Administrative Director of Educational Programming for Bauer Contemporary Ballet, Inc.
Susie earned a bachelor of fine arts degree from the University of Wisconsin-Milwaukee and a master of arts degree from the University of Illinois in Champaign-Urbana.
Scott M. Grenier, CFP®, AEP®icon: toggle
Scott Grenier, CFP®, AEP®
Senior Vice President
Manager of Financial and Estate Planner
Scott Grenier is the Manager of Financial and Estate Planning for Baird’s Private Wealth Management group, a role in which he oversees Baird’s team of financial and estate planners across the U.S. He works with clients and their financial advisors on business succession, tax and estate planning strategies, focusing on tax efficient wealth transfer opportunities.
Scott joined Baird in 2010 as a Senior Estate Planner and has more than 15 years of financial and estate planning experience. Prior to joining Baird in 2010, he was responsible for providing financial planning solutions to high-net-worth individuals and families at Cleary Gull.
Scott graduated from Hamilton College with a bachelor’s degree in Economics and earned a Master of Science in Financial Services Degree from The American College. He is a CERTIFIED FINANCIAL PLANNERTM professional, an Accredited Estate Planner through the National Association of Estate Planning & Councils, and a Chartered Advisor in Philanthropy through The American College.
He is a general member and former board president of the Milwaukee Estate Planning Forum, as well as a general member of the Society of Financial Service Professionals, Financial Planning Association and National Association of Estate Planners and Councils.
Dayna M. Kleinmanicon: toggle
Dayna M. Kleinman
Senior Vice President
Senior Product Manager
Dayna Kleinman joined Baird in 2002 and has more than 15 years of experience in the financial services industry. She covers multiple products in the alternative investment space including structured products, managed futures and hedging strategies, as well as oversees product development, education, marketing and due diligence.
Previously, Dayna coordinated marketing and product development for Baird’s Fixed Income group. Prior to joining Baird, she was a Regional Manager for Municipal Bond Marketing at Merrill Lynch.
Dayna earned a Bachelor of Science degree from Ithaca College and a Masters degree in Business Administration from DePaul University.
Blake Panosh, CLU®, ChFC® icon: toggle
Blake Panosh, CLU®, ChFC®
Senior Vice President
Insurance & Annuity Manager
Blake Panosh manages the day-to-day sales and marketing of insurance and annuity solutions for Baird. Additionally, he oversees strategic planning for Baird’s Insurance & Annuities department.
Prior to joining Baird in 2006, Blake was a Marketing Director for PDI Financial where he provided life, fixed annuity, and long-term care solutions to financial advisors and their clients. He also was a sales representative for Sentry Insurance, a role in which he marketed and sold property and casualty insurance to individuals and businesses.
Blake has a bachelor’s degree in communications from the University of Wisconsin-Madison. He is a Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), and holds his property, casualty, life and health licenses, along with his FINRA series 6, 7 and 63.
Katherine Schoen, CFA, CAIA icon: toggle
Katherine Schoen, CFA, CAIA
Senior Vice President
Manager – PWM Equity & Fixed Income Research
Katie Schoen manages the Private Wealth Management (PWM) Equity and Fixed Income Research team, overseeing the equity and fixed income analysts who support Baird’s financial advisors in portfolio management and security selection. She is a voting member of Baird’s Recommended Equity Portfolio and contributes to the construction of the Baird Equity Idea List. Katie is also responsible for Baird’s Exchange Traded Product research and portfolio offerings. Previously, Katie spent eight years on the PWM Equity and Fixed Income team as an equity analyst.
Katie graduated cum laude from Marquette University with a Bachelor of Sciences degree in Finance and International Business. After participating in the Applied Investment Management Program, she received her Chartered Financial Analyst and Chartered Alternative Investment Analyst designations. She also holds the FINRA Series 7, 63, and 86/87 professional licenses.
Katie serves on the Board of the CFA Society Milwaukee in the Treasurer position. She also currently holds the position of Board Chair for Girls on the Run of Greater Milwaukee. Katie is a member of the CAIA Association Chicago Chapter and Women in ETFs.
Rick Holman, J.D., CFP®, CLU® icon: toggle
Rick Holman, J.D. CFP®, CLU®
Senior Estate Planner
Rick is a Senior Estate Planner for Baird’s Private Wealth Management group based in Dallas. In this role, he works with clients, along with their Baird financial advisors and other professional advisors, to promote the benefits of estate planning and assist with the development of estate plans.
Prior to joining Baird in 2014, Rick was a consultant and manager in the Estate and Business Case Development unit of The Nautilus Group, a service of New York Life Insurance Company. Additionally, he has worked as an Estate Planning Attorney in the insurance industry, and as a financial planning consultant and advanced case design specialist with Raymond James Financial.
Rick has coached advisors on integrating estate planning into their practices; taught a financial planning class; spoken at advisor forums, client seminars and estate planning conferences; and contributed articles to industry publications.
A native of Florida, Rick graduated from the University of Miami with a degree in politics and earned his J.D. from Florida State University. He has obtained his CERTIFIED FINANCIAL PLANNERTM certification and Chartered Life Underwriter designations, and holds FINRA Series 6, 7, 63 and 65 licenses.
David N. Violette, CFA icon: toggle
David N. Violette
Senior Fixed Income Analyst
Dave Violette is a Senior Fixed Income Analyst, a role in which he provides credit research support for corporate bonds, municipal bonds and preferred stocks, and conducts fixed income portfolio analysis. He is the author of Baird’s “Municipal Bond Market Weekly.”
Prior to joining Baird, Dave was employed by Stark Investments as a securities analyst performing credit and equity analysis; the State of Wisconsin as a financial examiner performing bank financial examinations; and Carroll University as an adjunct instructor in finance and accounting. Prior to entering the financial services industry, he was a chemical engineer and operations manager in the paper industry.
Dave earned a bachelor’s degree in Paper Science and Engineering from the University of Wisconsin-Stevens Point and a Master of Science degree in Finance, Investments and Banking from the University of Wisconsin-Madison. After participating in the Applied Securities Analysis Program, he received his CFA certification. Dave also is Series 7 and Series 66 licensed. He is currently a member of the CFA Society of Milwaukee.