Research, Products & Services

The products and services experts are listed below.

Our Experts

Peter Duback: toggle

Peter DubackPeter Duback

Managing Director

Co-Director of Private Wealth Management Research, Products & Services

Pete Duback is Co-Director of Private Wealth Management Research, Products & Services for Baird’s Private Wealth Management business. In this role, he oversees product strategy. He is responsible for the business’ managed money platform, credit and cash management services, corporate and executive services, technology strategy, and various other products and programs. Pete also leads the oversight and development of new products and programs, and is involved in the development and execution of various strategic initiatives.

Prior to joining Baird in 2006, Pete worked in corporate strategy at Smith Barney, a role in which he focused on product innovation and business development. He also worked as an analyst in the capital markets group at E-Trade Financial.

Pete has a bachelor’s degree in economics from Colby College in Waterville, Maine, and an MBA from Georgetown University.

Laura Thurow, CFA: toggle

Laura ThurowLaura Thurow, CFA

Managing Director

Co-Director of Private Wealth Management Research, Products & Services

Laura Thurow is Co-Director of Private Wealth Management Research, Products & Services at Robert W. Baird & Co. In this role, she is responsible for all research efforts focused on Private Wealth Management. This includes outside money manager and mutual fund research in support of the Recommended Manager and ALIGN programs, as well as individual stock, bond and ETF research and portfolio analysis.

She is co-portfolio manager of the ALIGN Strategic Portfolios, and a voting member of the Investment Policy, Manager & Policy, ALIGN, Mutual Fund, Structured Products and Managed Futures Oversight committees. Laura also works directly with Financial Advisors providing investment and sales strategy and consultation. Prior to joining Private Wealth Management Research, Laura spent five years as a member of Baird’s Auto & Truck Supplier Equity Research team.

Laura received a bachelor of arts degrees 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.

William A. Delwiche, CMT, CFAicon: toggle

William DelwicheWilliam A. Delwiche


Investment Strategist

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

Craig ElderB. Craig Elder


Senior Fixed Income Research Analyst

Craig Elder serves as Baird’s Senior Fixed Income Research Analyst, a role in which he provides fixed income market and investment strategy to Private Wealth Management. He provides credit research support for corporate bonds, municipal bonds and preferred stocks.

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 SteffenTimothy M. Steffen


Director of Financial Planning

Tim Steffen is Director of Financial Planning for Baird’s Private Wealth Management group. In this role, he meets with clients and prospects to discuss their financial and estate planning needs, as well as serves as an income tax specialist for Baird Financial Advisors. Tim also supports Financial Advisors in a marketing and training capacity, helping them understand the benefits of using financial planning in their business and educating them on planning techniques.

Prior to joining Baird in 1999, Tim worked in Arthur Anderson’s Private Client Services group 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 in 1991. He is a Certified Public Accountant/Personal Financial Specialist, a CERTIFIED FINANCIAL PLANNERTM professional, and a member of the American and Wisconsin Institutes of CPAs and the 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, USA Today, Chicago Tribune, San Francisco Chronicle, Barron’s, Bloomberg BusinessWeek, MarketWatch, Forbes, and InvestmentNews.

Susie Bauericon: toggle

Susie BauerSusie Bauer

Senior Vice President

529/UIT Manager

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 GrenierScott M. Grenier, CFP®, AEP®

Senior Vice President

Senior Estate Planner

Scott Grenier is a Senior Estate Planner for Baird’s Private Wealth Management group. In this role, he works with clients and their Baird financial advisors on business succession, tax and estate planning strategies, with a focus on tax-efficient wealth transfer opportunities. Prior to joining Baird in 2010, Scott provided 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 an Accredited Estate Planner through the National Association of Estate Planning & Councils, Chartered Advisor in Philanthropy through The American College, and a CERTIFIED FINANCIAL PLANNERTM professional.

Scott served on the Board of the Milwaukee Estate Planning Forum. Currently he is a member of the Milwaukee Estate Planning Forum, the Society of Financial Service Professionals and the Financial Planning Association of Southeastern Wisconsin.

Dayna M. Kleinmanicon: toggle

Dayna KleinmanDayna 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 icon: toggle

Blake PanoshBlake Panosh

Senior Vice President

Insurance & Annuity Manager

Blake Panosh manages the day-to-day sales and marketing of insurance and annuity products 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 holds his property, casualty, life and health licenses, along with his FINRA series 6, 7 and 63.

Rick Holman, J.D., CFP®, CLU® icon: toggle

Rick HolmanRick Holman, J.D. CFP®, CLU®

Vice President

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.