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Investment Management Team

While we are the daily point of contact for all our client's needs, one of our greatest advantages is our ability to leverage Baird's resources and expertise to provide optimal solutions for our clients. We would like to introduce you to the Investment Management experts that support our team.

Strategas – a Baird Company –

provides market strategy and timely perspective to help you better understand what’s happening in the world today and what it means for your portfolio and plans. These premier insights combine investment strategy, macroeconomic perspective, government policy research, technical analysis and a deep understanding of the fixed income and equity markets. This comprehensive market strategy complements and enhances our investment and planning solutions for you.

Strategas Baird Bio's

Asset Management Research

Eric Kulwicki, CFA®
Portfolio Analyst

Kathy Carey, CFA®
Associate Director Asset Manager Research

Scott Osbourne, CFA®
Senior Portfolio Analyst

Aaron Benson, CFA®
Portfolio Analyst

Blake Karls
Portfolio Associate

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