Lisa Ann Keverian-Press
Gestore di Portafoglio-Azioni presso Robert W. Baird & Co., Inc. (Private Banking)
Profilo
Ms. Lisa A.
Keverian-Press is a Managing Director at Robert W.
Baird & Co., Inc. She began her financial services career in 1981.
As a partner/owner of an independent financial planning firm, she provided comprehensive wealth management advice to high net worth clients.
She joined Baird in 1999 as a Senior Vice President.
In 2001, she was selected to firm's prestigious Chairman’s Club, the firm’s highest recognition for Financial Advisors.
She was again honored in 2004 with a promotion to Managing Director.
Ms. Keverian-Press graduated with a degree in Economics from the University of Michigan in 1981.
She also holds the Certified Financial Planner™ certification.
She has received national recognition and has been named one of Barron’s Top 100 Women Financial Advisors three years in a row.
In 2017, she was chosen as one of FORBES Top Women Financial Advisors and recognized by FORBES as a Best In State Wealth Advisor in 2018.
Posizioni attive di Lisa Ann Keverian-Press
Società | Posizione | Inizio |
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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 | 01/10/1999 |
Formazione di Lisa Ann Keverian-Press
University of Michigan | Undergraduate Degree |
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 | 1 |
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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 |
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