Lori Gervais
Direttore/Membro del Consiglio presso Robert W. Baird & Co., Inc. (Private Banking)
Provenienza dei contatti di primo grado di Lori Gervais
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
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 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 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.
388
| Operating Division | Investment Managers | 388 |
Husson University
2
| College/University | Other Consumer Services | 2 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Lori Gervais tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
| University of Nebraska | College/University | Undergraduate Degree | |
Robert W. Baird & Co., Inc. (Equity)
 Robert W. Baird & Co., Inc. (Equity) Investment ManagersFinance Robert W. Baird & Co., Inc. (Equity) (Baird Equity Asset Management) is a SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded in 1971 and is a subsidiary of Baird Financial Corp., which is owned by Baird Financial Group, Inc. Baird Equity Asset Management is investment management department within Baird that provides investment management and other services to certain Baird Funds, which invests primarily in equity securities (Baird Equity Funds). The firm also serves as investment sub-adviser to a mutual fund series of the Principal Funds, Inc. | Investment Managers | Chief Executive Officer | |
Griffin Fund
 Griffin Fund Investment ManagersFinance Griffin Fund invests in companies located in United States. The fund focuses on a broad range of sectors and industries. It provide financing for growth transactions. | Investment Managers | Corporate Officer/Principal | |
Southern Methodist University
 Southern Methodist University Other Consumer ServicesConsumer Services Southern Methodist University is a private university near the center of Dallas, SMU offers undergraduate, graduate, and professional programs through seven schools in the humanities and sciences, business, the performing, visual, and communication arts, engineering, education and human development, law, and theology. | College/University | Undergraduate Degree | |
Robert W. Baird Ltd.
 Robert W. Baird Ltd. Investment Banks/BrokersFinance Part of Baird Financial Group, Inc., Robert W. Baird Ltd. is an employee-owned firm based in London, UK that offers wealth management, capital markets, asset management, and private equity services. The British company is dedicated to providing the best advice and service to its individual, corporate, institutional, and municipal clients by leveraging its deep expertise and broad skills. | Investment Banks/Brokers | Director/Board Member | |
| Boston University | College/University | Undergraduate Degree Undergraduate Degree | |
Arthur Andersen LLP
 Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| University of Wisconsin | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin Graduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| Marquette University | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Robert W. Baird & Co., Inc.
 Robert W. Baird & Co., Inc. Investment ManagersFinance Robert W. Baird & Co., Inc. operates as a wealth management, capital markets, private equity and asset management firm. It offers equity research, corporate restructuring, mergers and acquisitions, public financing and fixed income services. The firm serves individual, corporate, institutional and municipal clients. The company was founded by Robert Wilson Baird in 1919 and is headquartered in Milwaukee, WI. | Investment Managers | Director/Board Member Director/Board Member Chief Operating Officer Director/Board Member Chief Executive Officer | |
| Indiana University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of California, Berkeley | College/University | Corporate Officer/Principal Undergraduate Degree | |
The Ohio State University
 The Ohio State University Other Consumer ServicesConsumer Services Global Factory, Inc. provides collaborative manufacturing execution systems. The firm's software gather, organize & analyze demand, production & quality data from various sources and monitor key indicators & execute business processes to control, manage & optimize distributed manufacturing operations. The company was founded in 1999 and is headquartered in Santa Clara, CA. | College/University | Undergraduate Degree Undergraduate Degree | |
Robert W. Baird & Co., Inc. (Broker)
 Robert W. Baird & Co., Inc. (Broker) Investment Banks/BrokersFinance Robert W. Baird & Co., Inc. (Broker) (Baird-Broker) is the broker-dealer division of Robert W. Baird & Co., Inc., an investment bank and financial services company headquartered in Milwaukee, Wisconsin. The firm was founded in 1919 and is ultimately owned by Baird Financial Group, Inc. Baird-Broker offers a full suite of comprehensive trading services for institutional clients. | Investment Banks/Brokers | Trading-Equity Chief Executive Officer | |
| Xavier University | College/University | Masters Business Admin Undergraduate Degree | |
| University of Illinois | College/University | Doctorate Degree | |
| The University of Chicago | College/University | Masters Business Admin | |
Toastmasters International
 Toastmasters International Miscellaneous Commercial ServicesCommercial Services Toastmasters International is a non-profit educational organization that teaches public speaking and leadership skills through a worldwide network of clubs. The organization has approximately 270,000 members in more than 14,200 clubs across 148 countries. Since 1924, Toastmasters International has helped people from diverse backgrounds become more confident speakers, communicators, and leaders. The American company is headquartered in an undisclosed location. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| Wake Forest University | College/University | Undergraduate Degree | |
| Drake University | College/University | Undergraduate Degree | |
| St. Norbert College, Inc. | College/University | Undergraduate Degree | |
Muriel Siebert & Co., Inc.
 Muriel Siebert & Co., Inc. Investment Banks/BrokersFinance Founded by Muriel Siebert in 1969, Muriel Siebert & Co., Inc. is a broker/dealer located in New York City. The firm is a subsidiary of Siebert Financial Corp. (NASDAQ: SIEB). Muriel Siebert & Co. offers value-added services to their clients who include investment managers, corporations and public retirement systems. They also offer a variety of corporate underwriting and investment banking services. The firm is a member of the NYSE, FINRA and the SIPC. | Investment Banks/Brokers | Corporate Officer/Principal | |
| University of Missouri | College/University | Graduate Degree | |
Securities Industry & Financial Markets Association, Inc.
 Securities Industry & Financial Markets Association, Inc. Miscellaneous Commercial ServicesCommercial Services Securities Industry & Financial Markets Association, Inc. (SIFMA) is an organization that represents the securities industry in the United States. The private company is based in New York, NY and has subsidiaries in the United States. The company's main focus is advocating for effective and resilient capital markets. The CEO of the company is Kenneth E. Bentsen. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Milwaukee Ballet Co., Inc.
 Milwaukee Ballet Co., Inc. Movies/EntertainmentConsumer Services Milwaukee Ballet Co., Inc. is a dance troupe. | Movies/Entertainment | Director/Board Member | |
| Kellogg School of Management | College/University | Masters Business Admin | |
| The Pennsylvania State University | College/University | Undergraduate Degree | |
| Stephen M. Ross School of Business | College/University | Undergraduate Degree | |
West Bend Community Foundation, Inc.
 West Bend Community Foundation, Inc. Miscellaneous Commercial ServicesCommercial Services West Bend Community Foundation supports enduring donor legacies. It offers programs in education, arts and culture, environment, health and human services. The company was founded by Clifford Nelson and R. Douglas Ziegler in 1999 and is headquartered in Milwaukee, WI. | Miscellaneous Commercial Services | Director/Board Member | |
United Way of Greater Milwaukee & Waukesha County, Inc.
 United Way of Greater Milwaukee & Waukesha County, Inc. Hospital/Nursing ManagementHealth Services United Way of Greater Milwaukee & Waukesha County, Inc. provides healthcare service. It helps people in need by providing them safe place to live and work by improving its community by mobilizing people and resources to drive strategic impact in education, income and health. The company was founded in 1887 and is headquartered in Milwaukee, WI. | Hospital/Nursing Management | Director/Board Member | |
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. | Investment Managers | Chief Executive Officer | |
Wisconsin Manufacturers & Commerce
 Wisconsin Manufacturers & Commerce Miscellaneous Commercial ServicesCommercial Services Wisconsin Manufacturers & Commerce operates as the state's chamber of commerce. The company was founded in 1911 and is headquartered in Madison, WI. | Miscellaneous Commercial Services | Director/Board Member | |
Baird Financial Group, Inc.
 Baird Financial Group, Inc. Investment Banks/BrokersFinance Baird Financial Group, Inc. engages in the provision of wealth management, capital markets, asset management, and private equity services. The company was founded on August 20, 2012 and is headquartered in Milwaukee, WI. | Investment Banks/Brokers | Chief Executive Officer | |
Kidder, Peabody & Co., Inc.
 Kidder, Peabody & Co., Inc. Investment Banks/BrokersFinance Kidder, Peabody & Co., Inc. provides security brokerage services. The private company is based in Buffalo, NY and has subsidiaries in Switzerland. The company was founded by Thomas W. Ostrander. | Investment Banks/Brokers | Corporate Officer/Principal | |
Robert W. Baird & Co., Inc. (Private Equity)
 Robert W. Baird & Co., Inc. (Private Equity) Investment ManagersFinance Robert W. Baird & Co Inc (Private Equity) (Robert W. Baird) is a private equity division of Robert W. Baird & Co Inc formed in 1989. The firm is headquartered in Chicago, Illinois. | Investment Managers | Corporate Officer/Principal | |
| Lawrence Technological University | College/University | Undergraduate Degree | |
| Western Michigan University | College/University | Masters Business Admin | |
| Albion College | College/University | Undergraduate Degree | |
Ameriprise Financial Services LLC (Investment Management)
 Ameriprise Financial Services LLC (Investment Management) Investment ManagersFinance Ameriprise Financial Services LLC (Investment Management) (AFS-IM) is the investment management division of Ameriprise Financial Services LLC, a registered broker-dealer headquartered in Minneapolis, Minnesota. The firm was founded in 1986 and is a subsidiary of AMPF Holding Corp., which is owned by Ameriprise Financial, Inc. (NYSE: AMP). AFS-IM sponsors a wrap fee program that offers a variety of investment advisory accounts that have different features and services, supporting a wide array of investment strategies. It is available for individual investors, corporate entities and tax-qualified accounts. | Investment Managers | Corporate Officer/Principal | |
| St. Lawrence University | College/University | Undergraduate Degree | |
| Grand Valley State University (Michigan) | College/University | Undergraduate Degree | |
| Central Bible College | College/University | Undergraduate Degree | |
| Northern Michigan University | College/University | Undergraduate Degree | |
| University of Vermont | College/University | Undergraduate Degree |
Statistiche
Distribuzione geografica
| Stati Uniti | 43 |
| Regno Unito | 2 |
| Israele | 2 |
| Lussemburgo | 2 |
| Singapore | 2 |
Settori
| Consumer Services | 28 |
| Finance | 13 |
| Commercial Services | 6 |
| Electronic Technology | 2 |
| Health Services | 2 |
Posizioni
| Portfolio Manager-Equities | 70 |
| Undergraduate Degree | 62 |
| Corporate Officer/Principal | 53 |
| Portfolio Manager-Fixed Income | 45 |
| Director/Board Member | 27 |
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