Brian Whitford Kurtz

Gestore di Portafoglio-Azioni presso Robert W. Baird & Co., Inc. (Private Banking)

Consumer Services

Finance

Profilo

Mr. Brian W.
Kurtz is a Managing Director at Robert W.
Baird & Co., Inc. He joined the firm in 2001 as Branch Manager of the Cleveland office.
He specializes in retirement planning and professional money management and has more than two decades of experience in research and brokerage positions with national financial services companies.
Prior to joining Robert W.
Baird in July 2001, he was employed by McDonald Investments, Inc. and Dean Writter Reynolds, Inc. He earned a bachelor’s degree in finance from John Carroll University.

Posizioni attive di Brian Whitford Kurtz

Società	Posizione	Inizio
Robert W. Baird & Co., Inc. (Private Banking) Robert W. Baird & Co., Inc. (Private Banking) Investment ManagersFinance Robert W. Baird & Co., Inc. (Private Banking) (RWBCI) is the wealth management division of Robert W. Baird & Co., Inc., an employee-owned wealth management, capital markets, asset management and private equity firm headquartered in Milwaukee, Wisconsin. The firm was founded in 1919 and is a subsidiary of Baird Financial Corp., ultimately held by Baird Financial Group, Inc. RWBCI offers its investment management services to all types of current or prospective clients, which include, but not limited to: individuals, trusts, estates, Retirement Accounts, pension and profit-sharing plans, charitable organizations, and corporations or other business entities.	Gestore di Portafoglio-Azioni	01/07/2001

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Formazione di Brian Whitford Kurtz

John Carroll University

Undergraduate Degree

Esperienze
Posizioni ricoperte

Attive

Inattive

Società quotate in Borsa

Aziende private

Vedi nel dettaglio l'esperienza di Brian Whitford Kurtz

Relazioni

100 +

Relazioni di 1° grado

Aziende connesse in 1º grado

Uomo

Donna

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Società collegate

Aziende private	1
Robert W. Baird & Co., Inc. (Private Banking) Robert W. Baird & Co., Inc. (Private Banking) Investment ManagersFinance Robert W. Baird & Co., Inc. (Private Banking) (RWBCI) is the wealth management division of Robert W. Baird & Co., Inc., an employee-owned wealth management, capital markets, asset management and private equity firm headquartered in Milwaukee, Wisconsin. The firm was founded in 1919 and is a subsidiary of Baird Financial Corp., ultimately held by Baird Financial Group, Inc. RWBCI offers its investment management services to all types of current or prospective clients, which include, but not limited to: individuals, trusts, estates, Retirement Accounts, pension and profit-sharing plans, charitable organizations, and corporations or other business entities.	Finance