Rick Wholey
Corporate Officer/Principal presso Robert W. Baird & Co., Inc. (Private Banking)
Provenienza dei contatti di primo grado di Rick Wholey
| 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 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.
384
| Operating Division | Investment Managers | 384 |
Northern Illinois University
81
| College/University | Other Consumer Services | 81 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Rick Wholey 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 | |
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 | |
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 | |
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 | |
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 | |
| Arizona State University | College/University | Undergraduate Degree Undergraduate Degree | |
| DePaul University | College/University | Graduate Degree | |
| Indiana University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Wisconsin | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Marquette University | College/University | Masters Business Admin 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 Director/Board Member Chief Executive Officer | |
| Western Michigan University | College/University | Masters Business Admin | |
Milwaukee Ballet Co., Inc.
 Milwaukee Ballet Co., Inc. Movies/EntertainmentConsumer Services Milwaukee Ballet Co., Inc. is a dance troupe. | Movies/Entertainment | Director/Board Member | |
| The Kaulig Foundation | Director/Board Member | ||
Kaulig Capital LLC
 Kaulig Capital LLC Investment ManagersFinance Kaulig Capital LLC is a private investment firm that invests in businesses for the long term with a focus on growth. The private company is based in Hudson, OH and has subsidiaries in the United States. The firm builds relationships with investors, management teams, entrepreneurs, and other family offices to create lasting value. Kaulig Capital's portfolio includes Leaf Home Solutions, Gabriel-Glass, Foundation Wellness, Hyperice, Athletic Greens, and Certified Collectibles Group. It is the family office of Matt Kaulig, the founder and board member of Leaf Home Solutions. | Investment Managers | President | |
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 | |
Leaf Home Solutions LLC
 Leaf Home Solutions LLC Engineering & ConstructionIndustrial Services Leaf Home Solutions LLC engages in the provision of home accessibility solutions. It offers low-entry walk in tubs, tub-to-shower conversions, and stair lifts. The company was founded by Matt Kaulig and is headquartered in Hudson, OH. | Engineering & Construction | Director/Board Member | |
| Kaulig Cos. | Chief Executive Officer | ||
| COLISEUM ACQUISITION CORP. | Financial Conglomerates | Corporate Officer/Principal | |
| Kent State University (Ohio) | College/University | Undergraduate Degree | |
| The State University of New York | College/University | Undergraduate Degree | |
Access Community Health Centers
 Access Community Health Centers Medical/Nursing ServicesHealth Services Access Community Health Centers provides healthcare services. The firm offers medical, dental, pharmacy, behavioral health and patient resources. The company is headquartered in Madison, WI. | Medical/Nursing Services | Director/Board Member | |
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 | |
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 | |
First Chicago Venture Capital
 First Chicago Venture Capital Investment ManagersFinance Part of JPMorgan Chase & Co., First Chicago Venture Capital is a venture capital fund. | Investment Managers | Comptroller/Controller/Auditor | |
| The Pennsylvania State University | College/University | Undergraduate Degree | |
| University of Cincinnati (Ohio) | College/University | Undergraduate Degree | |
| University of Maryland | College/University | Undergraduate Degree | |
| Trinity Christian College | College/University | Undergraduate Degree | |
Pine Rest Christian Mental Health Services
 Pine Rest Christian Mental Health Services Hospital/Nursing ManagementHealth Services Pine Rest Christian Mental Health Services provides health care services. It offers behavioral and mental health services for all ages in Michigan and Iowa. The company was founded in 1910 and is headquartered in Grand Rapid, Michigan. | Hospital/Nursing Management | Director/Board Member | |
| Stephen M. Ross School of Business | College/University | Undergraduate Degree | |
River Branch Holdings LLC
 River Branch Holdings LLC Investment Banks/BrokersFinance Part of Piper Sandler Cos., River Branch Holdings LLC is a company that provides broker and investment banking services. The company is based in Chicago, IL. River Branch Holdings was acquired by Piper Jaffray Cos. on September 30, 2015. | Investment Banks/Brokers | Director of Finance/CFO | |
| Kellogg School of Management | College/University | Masters Business Admin | |
Chicago Pacific Capital LP
 Chicago Pacific Capital LP Investment ManagersFinance Chicago Pacific Capital LP (Chicago Pacific Capital) is an independent private equity firm founded in 2014 by Mary Tolan, Larry Leisure and Vance Vanier. The firm is headquartered in Chicago, Illinois with an additional office in San Francisco, California. | Investment Managers | Director of Finance/CFO | |
| Federal Reserve Bank of Chicago | General Government | Corporate Officer/Principal | |
Madison Dearborn Partners LLC
 Madison Dearborn Partners LLC Investment ManagersFinance Madison Dearborn Partners LLC (Madison Dearborn Partners) is a private equity firm founded in 1992 by John A. Canning Jr., Paul J. Finnegan, Samuel M. Mencoff, Robin P. Selati, James N. Perry Jr. and Timothy P. Sullivan. The firm is headquartered in Chicago, Illinois. | Investment Managers | Director of Finance/CFO | |
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 | |
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 |
Statistiche
Distribuzione geografica
| Stati Uniti | 49 |
| Regno Unito | 2 |
Settori
| Consumer Services | 22 |
| Finance | 19 |
| Health Services | 4 |
| Commercial Services | 4 |
| Industrial Services | 2 |
Posizioni
| Portfolio Manager-Equities | 74 |
| Undergraduate Degree | 60 |
| Portfolio Manager-Fixed Income | 50 |
| Corporate Officer/Principal | 49 |
| Director/Board Member | 31 |
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