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Erik R. Schleicher
Portfolio Manager-Fixed Income presso Robert W. Baird & Co., Inc. (Fixed Income)
Profilo
Mr. Erik R.
Schleicher, CFA MBA, is a Senior Vice President & Portfolio Manager at Robert W.
Baird & Co., Inc. He has over 18 years of investment experience.
His responsibilities include portfolio management, credit research and strategy development in the municipal sector.
Prior to joining Baird Advisors, Mr. Schleicher was a portfolio manager with BMO Global Asset Management, where he was responsible for managing tax-free fixed income strategies and credit research.
He received his undergraduate degree from the University of Wisconsin-Oshkosh and his MBA from the University of Wisconsin-Milwaukee.
He received the Chartered Financial Analyst designation in 2017 and is currently a member of the CFA Institute and is a member of the CFA Society of Milwaukee.
Posizioni attive di Erik R. Schleicher
Società | Posizione | Inizio |
---|---|---|
Robert W. Baird & Co., Inc. (Fixed Income)
![]() Robert W. Baird & Co., Inc. (Fixed Income) Investment ManagersFinance Robert W. Baird & Co., Inc. (Fixed Income) (dba Baird Advisors) is the investment management division of Robert W. Baird & Co., Inc., an American multinational independent investment bank and financial services company headquartered in Milwaukee, Wisconsin. Baird Advisors manages taxable and tax-exempt fixed income portfolios for individuals and families as well as corporations and institutions. | Portfolio Manager-Fixed Income | 01/05/2015 |
Precedenti posizioni note di Erik R. Schleicher
Società | Posizione | Fine |
---|---|---|
BMO Asset Management Corp.
![]() BMO Asset Management Corp. Investment ManagersFinance BMO Asset Management Corp. (BMO AM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 2012 and is a wholly-owned subsidiary of BMO Financial Corp. (BMO), which is in turn a wholly-owned subsidiary of Bank of Montreal (TSX: BMO), a Canadian diversified financial services company. BMO AM provides discretionary investment advisory services for, or provides non-discretionary investment advice to, institutions, individuals, and third-party sponsors of and clients participating in wrap-fee programs, as well as common and collective portfolios for which BMO Harris Bank, an affiliate of BMO AM, acts as trustee. In addition, BMO AM provides investment advisory services to private pooled vehicles and to affiliates for the benefit of their clients. | Portfolio Manager-Fixed Income | 30/04/2015 |
US Bancorp Fund Services LLC
![]() US Bancorp Fund Services LLC Financial ConglomeratesFinance Part of U.S. Bancorp, US Bancorp Fund Services LLC is a company that provides fund management services. The company is based in Milwaukee, WI. | Corporate Officer/Principal | - |
M&I Investment Management Corp.
![]() M&I Investment Management Corp. Investment ManagersFinance Founded in 1973, M&I Investment Management Corp. is a registered investment advisor and mutual fund manager located in Milwaukee, Wisconsin. The firm is a subsidiary of Marshall & Ilsey Corp. Their ultimate parent in Bank of Montreal. M&I Investment Corp. provides financial planning and portfolio management and is the investment advisor for the M&I family of mutual funds. Their clients include corporations, endowments, foundations, governmental entities, Taft-Hartley plans and high-net-worth individuals. | Analista-Rendimento Fisso | 31/05/2012 |
Formazione di Erik R. Schleicher
University of Wisconsin | Masters Business Admin |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 4 |
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M&I Investment Management Corp.
![]() M&I Investment Management Corp. Investment ManagersFinance Founded in 1973, M&I Investment Management Corp. is a registered investment advisor and mutual fund manager located in Milwaukee, Wisconsin. The firm is a subsidiary of Marshall & Ilsey Corp. Their ultimate parent in Bank of Montreal. M&I Investment Corp. provides financial planning and portfolio management and is the investment advisor for the M&I family of mutual funds. Their clients include corporations, endowments, foundations, governmental entities, Taft-Hartley plans and high-net-worth individuals. | Finance |
BMO Asset Management Corp.
![]() BMO Asset Management Corp. Investment ManagersFinance BMO Asset Management Corp. (BMO AM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 2012 and is a wholly-owned subsidiary of BMO Financial Corp. (BMO), which is in turn a wholly-owned subsidiary of Bank of Montreal (TSX: BMO), a Canadian diversified financial services company. BMO AM provides discretionary investment advisory services for, or provides non-discretionary investment advice to, institutions, individuals, and third-party sponsors of and clients participating in wrap-fee programs, as well as common and collective portfolios for which BMO Harris Bank, an affiliate of BMO AM, acts as trustee. In addition, BMO AM provides investment advisory services to private pooled vehicles and to affiliates for the benefit of their clients. | Finance |
Robert W. Baird & Co., Inc. (Fixed Income)
![]() Robert W. Baird & Co., Inc. (Fixed Income) Investment ManagersFinance Robert W. Baird & Co., Inc. (Fixed Income) (dba Baird Advisors) is the investment management division of Robert W. Baird & Co., Inc., an American multinational independent investment bank and financial services company headquartered in Milwaukee, Wisconsin. Baird Advisors manages taxable and tax-exempt fixed income portfolios for individuals and families as well as corporations and institutions. | Finance |
US Bancorp Fund Services LLC
![]() US Bancorp Fund Services LLC Financial ConglomeratesFinance Part of U.S. Bancorp, US Bancorp Fund Services LLC is a company that provides fund management services. The company is based in Milwaukee, WI. | Finance |
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