SCHOOL BUSINESS SOLUTIONS - Key Persons


Andrew J. Wittmann

Job Titles:
  • Senior Research Analyst
  • Baird 's Senior Research Analyst
Andrew Wittmann is Baird's Senior Research Analyst covering Facility and Industrial Services (Engineering & Construction). Since joining Baird in 2006, Andrew has covered commercial real estate (REITs) and hotel and leisure stocks before joining Baird's Business Services and Industrial research platforms. Prior to Baird he was a systems design engineer with Ford Motor Company. In the 2019 StarMine Analyst Awards by Refinitiv, Wittmann was recognized as the No. 3 earnings estimator in Construction & Engineering. In 2016, he was ranked by Thomson Reuters Analyst Awards (StarMine) as the No. 1 earnings estimator in Commercial Services & Supplies. In 2015, he was ranked by StarMine as the No. 1 earnings estimator in Commercial Services & Supplies. In 2014, Andrew was ranked by StarMine as the No. 3 stock picker in Commercial Services & Supplies and the No. 3 stock picker in Construction & Engineering. In 2013, Greenwich Associates/Bloomberg recognized him in its survey of America's Best Stock analysts for Commercial and Consumer services, while also being ranked by StarMine as the No.1 earnings estimator in Construction & Engineering and the No. 2 earnings estimator in Commercial Services & Supplies. In 2012, Andrew was recognized by StarMine as the No. 3 estimator in Commercial Services & Supplies. Prior to Baird he was a systems design engineer with Ford Motor Company. Andrew has an MBA from Indiana University, an MS in Engineering with an Applied Statistics focus from Purdue University, and a BS in Mechanical Engineering from the University of Wisconsin-Madison.

Ben J. Kallo

Job Titles:
  • Senior Research Analyst
  • Baird 's Senior Research Analyst
Ben Kallo is Baird's Senior Research Analyst covering Sustainable Energy and Mobility. He has more than 10+ years of experience in financial markets, including equity research positions at Stanford Group Company and Pacific Growth Equities LLC. Before pursuing equity research, he was a wealth manager at Merrill Lynch, Pierce, Fenner, and Smith Inc. Ben received a BA in Economics from California State University-Humboldt and an MA in Economics from the University of California-Santa Barbara.

Brian Doyal

Job Titles:
  • Co - Head of Baird 's Global Investment Banking
  • Managing Director Co - Head of Global Investment Banking
Brian Doyal is Co-Head of Baird's Global Investment Banking business where he jointly oversees the firm's global corporate finance and M&A activities. In addition, Brian is a member of the executive committee of Baird's board of directors. Previously, Brian was the Head of the Technology & Services and Healthcare Investment Banking teams at Baird. Before joining Baird in 2004, Brian worked 14 years at Credit Suisse First Boston where he was co-head of the Global Services group. From 1992 to 1994, Brian worked for the Corporate Finance group of General Electric Capital Corporation, where he was responsible for making equity investments and loans to highly leveraged companies. Brian received a BA in Economics from Northwestern University and an MBA in Finance from the Wharton School of the University of Pennsylvania.

Brian McDonagh

Job Titles:
  • Managing Director Co - Head of Global Investment Banking
  • Managing Director, Co - Head of Baird 's Global Investment Bank
Brian McDonagh is Managing Director, Co-Head of Baird's Global Investment Bank. In this role, he works across all of Baird's industry groups to lead the execution and provide expert senior tactical and process strategy advice on the firm's most important advisory transactions. In addition, he plays a senior banker role with many of Baird's key consumer and industrial clients and is a member of the firm's Executive Committee and Chairman of the Fairness Committee. Brian has over 30 years of experience in the global M&A market, through which he has developed extensive experience in originating and executing a broad range of strategic transactions for publicly traded, sponsor-owned and privately-owned middle market companies across a wide variety of industries, including consumer, industrial, healthcare, business services, energy, and technology. Prior to joining Baird in 2008, Brian was a founder of and spent over 13 years in a leadership role in Charlotte, NC with the Global M&A Group at what is now Wells Fargo Securities (previously First Union Securities and later Wachovia Securities). In this capacity, he served as Chairman of the firm's Fairness Committee and played a senior M&A execution role on a wide variety of the firm's most important M&A transactions across multiple industry groups. Brian also spent more than 10 years in New York in the Global M&A Group of what is now JPMorgan Chase, working on a broad set of advisory transactions across a variety of industry segments throughout the world. He received his undergraduate degree from Haverford College.

Brian P. Skorney

Job Titles:
  • Senior Research Analyst
Brian Skorney is a Baird Senior Research Analyst covering Biotechnology. Prior to joining Baird in 2012, he was a senior vice president in equity research at Brean Murray Carrett & Co, a vice president in equity research at ThinkEquity, LLC and a research analyst at Susquehanna International Group, LLC, all in the biotech/pharmaceutical industry. He also worked as a coordinator and lab manager at the Howard Hughes Medical Institute. Brian was ranked by TipRanks as No. 75 on the Top 100 Wall Street analysts of 2019 list. In 2016, he was ranked by Thomson Reuters Analyst Awards (StarMine) as the No. 3 stock picker in Biotechnology. Brian received a BS in Biological Sciences from the University of Notre Dame and an MBA in Finance from New York University.

C. H. Randolph Lyon

Job Titles:
  • Vice Chairman of Baird
  • Vice Chairman of Robert W. Baird & Co
Randy Lyon is Vice Chairman of Robert W. Baird & Co. Incorporated (Baird). Before joining Baird in 2006, Randy was a Managing Director and Head of Chicago Investment Banking for Lehman Brothers. Previously, he was head of the Chicago offices of J.P. Morgan & Co. and The First Boston Corporation. Randy worked for First Boston in New York and London before moving to Chicago. Randy has acted as financial advisor to companies in a broad range of industries. He has extensive experience in mergers and acquisitions and a wide range of debt and equity transactions for clients. Advisory clients have included Alcoa, Cincinnati Bell, Cox Enterprises, FMC Corporation, Gould Inc., Mallinckrodt, The Marmon Group, Milacron, Pillsbury, Quaker Oats, R.R. Donnelley, Sears Roebuck, Vigoro and Wendy's. Randy is a member of The Commercial Club of Chicago and The Economic Club of Chicago. He currently serves as a Director of Teach for America - Chicago, as a Trustee of The National Trust for Historic Preservation in Washington, D.C., and on the Investment Committee of the endowment fund of Woodberry Forest School. Randy is a former Trustee of both The Chicago Symphony Orchestra Association and Ravinia Festival Association. He is a graduate of Princeton University and The Darden School at The University of Virginia.

Catherine W. Ramsey Schulte

Job Titles:
  • Senior Research Analyst
  • Baird 's Senior Research Analyst
Catherine Ramsey Schulte is Baird's Senior Research Analyst covering Life Sciences & Diagnostics. Prior to joining Baird in 2014, she worked at Medtronic, Pathfinder Technologies and Vanderbilt University Medical Center. She also was an equity research intern at Avondale Partners, LLC. In the 2019 StarMine Analyst Awards by Refinitiv, Catherine was recognized as the No. 1 stock picker in Life Sciences Tools & Services. Catherine received a BSE in Biomedical Engineering from Duke University.

Colin Sebastian

Job Titles:
  • Senior Research Analyst
  • Baird 's Senior Research Analyst
Colin Sebastian is Baird's Senior Research Analyst covering Internet and Interactive Entertainment. Prior to joining Baird in 2011, he was a senior research analyst for Lazard/LCM, Thomas Weisel Partners and SoundView, an associate in corporate finance at JP Morgan H&Q, and a business analyst/software application developer at Chubb & Son., Inc. In recent years, Colin was ranked the No. 2 Wall Street analyst overall (TipRanks), one of the Top 25 Wall Street analysts of the decade, and a Top 3 Analyst for Stock Picking and Earnings Estimates in Thomson Reuters Polls (2018 and 2020). Colin received a BA in Political Science and German from Vanderbilt University and an MBA in Finance from UCLA.

Colleen Kusy

Job Titles:
  • Senior Research Analyst
Colleen Kusy is a Baird Senior Research Analyst covering Biotechnology. Colleen joined Baird in 2014. Prior to her current role, she spent over six years as a sell-side associate covering biotechnology stocks across a range of therapeutic areas and market caps at Baird. She started her career in Fixed Income Capital Markets at Baird as a business analyst. Colleen received a BBA in Finance and a BA in French and Francophone Studies from Villanova University.

Craig Kennison

Job Titles:
  • Baird 's Senior Analyst
  • Director of Research Operations Senior Research Analyst
Craig Kennison is Baird's Senior Analyst covering Consumer and Automotive Services as well as the Director of Research Operations. Prior to joining Baird in 1999, Craig worked in marketing and sales for the Eureka Company. In 2011, Craig was recognized among the "Best on the Street" by The Wall Street Journal in Leisure Goods & Services. Craig also has been recognized by StarMine for the accuracy of earnings estimates in the Automotive sector. He earned Baird's G. Frederick Kasten Jr. Award for Quality, Integrity and Service in 2010 and is a United Way Tocqueville Society Member. Craig received a BA in economics, English and philosophy and an MBA in finance from the University of Wisconsin - Madison, where he is an alumnus of the Applied Security Analysis Program.

David A. George

Job Titles:
  • Senior Research Analyst
  • Baird 's Senior Analyst
David George is Baird's senior analyst covering U.S. Banks. Prior to joining Baird in 2007, he was a senior analyst at A.G. Edwards & Sons, covering large- and mid-cap regional banks as well as the trust and processing banks. In 2004, he was named a Top 50 Analyst by Bloomberg magazine, finishing first in stock selection in the Regional Bank category. He also has seven years of experience in the banking industry, as he held senior commercial lending positions with both Fifth Third Bancorp and Huntington Bancshares. David received a BA in Sociology from the College of Wooster (Ohio).

David J. Koning

Job Titles:
  • Baird 's Senior Research Analyst
  • Senior Research Analyst Associate Director of Research
David Koning is Baird's Senior Research Analyst covering Financial Technology, Payments, and Services, as well as Associate Director of Research. Prior to joining Baird in 2002, he was an equity analyst at Holland Capital Management and a commercial lender and commercial credit analyst at Comerica Bank. David was ranked by TipRanks as No. 12 on the Top 25 Wall Street analysts of the decade list. He was ranked by TipRanks as No. 25 on the Top 100 Wall Street analysts of 2019 list. In 2016, he was ranked by Thomson Reuters Analyst Awards (StarMine) as the No. 2 earnings estimator in IT Services. David received a BA in Mathematics and Business from Calvin College and an MBA, with a concentration in Finance, from the University of Chicago.

David J. Manthey

Job Titles:
  • Senior Research Analyst
  • Baird 's Senior Research Analyst
David Manthey is Baird's Senior Research Analyst covering Industrial Distribution & Environmental Services. He joined Baird in 1995 and has covered the Industrial Distribution industry since 2000. Prior to Baird, he was with Strong Capital Management. In the 2019 StarMine Analyst Awards by Refinitiv, he was recognized as the No. 2 earnings estimator in Trading Companies & Distributors. He has been recognized by Thompson Reuters (formerly StarMine) for stock picking and/or earnings estimation in the Trading Companies & Distributors category 11 times since 2005. He was also recognized as the No. 3 stock picker in the Business and Industrial Services industry in the Wall Street Journal's 2011 "Best on the Street" survey. David earned a BS from the University of Wisconsin and an MBA from Indiana University.

David Rescott

Job Titles:
  • Senior Research Analyst
  • Baird 's Senior Research Analyst
David Rescott is Baird's Senior Research Analyst covering Medical Technology. Prior to joining Baird in 2023, David served as an Equity Research Analyst covering U.S. Medical Supplies & Devices at Truist Securities and previously as an Associate. David also previously worked as an Associate covering Biomedical Devices and Services at Canaccord Genuity. David received a BS in Business Administration and French from State University of New York at Geneseo and a Master of Science in Finance from Vanderbilt University.

David Tarantino

Job Titles:
  • Director of Research
  • Senior Research Analyst
  • Baird 's Senior Analyst
David Tarantino is Baird's senior analyst covering Restaurants as well as the Director of Research. Prior to joining Baird in 2003, he held a variety of positions in Brand Management and Product Development at The Procter & Gamble Company. David received a BS in chemical engineering from the University of Notre Dame and an MBA with concentrations in finance and accounting from the University of Chicago Graduate School of Business.

Eric W. Coldwell

Job Titles:
  • Senior Research Analyst
  • Baird Senior Analyst
Eric Coldwell is a Baird senior analyst covering Healthcare Supply Chain & Pharma Services. Prior to joining Baird in 2003, he was a senior analyst at Prudential Securities and Wachovia Securities. In 2016, Eric was ranked by Thomson Reuters (StarMine) as the No. 1 stock picker in Life Sciences Tools & Services. In 2015, he was ranked by StarMine as the No. 1 earnings estimator in Health Care Technology, and the No. 1 earnings estimator and No. 3 stock picker in Life Sciences Tools & Services. In 2014, Eric was ranked by StarMine as the No. 1 stock picker in Healthcare Providers & Services and the No. 2 earnings estimator in Healthcare Technology. He received six additional StarMine awards prior to 2014 and is a three-time recipient of The Wall Street Journal's "Best on the Street" designation. Eric received a BA in Political Science from Wake Forest University and an MBA with a concentration in Finance from Queens University.

Erik Dahlberg

Job Titles:
  • President of PWM

Garrett A. Holland

Job Titles:
  • Senior Research Analyst
  • Baird 's Senior Research Analyst
Garrett Holland is Baird's Senior Research Analyst covering Transportation and Logistics. Garrett previously served as the Senior Associate covering Large and Mid-Cap Banks and joined Baird in 2007. Prior to joining Baird, he was an Associate Analyst following industrials at A.G. Edwards & Sons. Garrett graduated from Saint Louis University summa cum laude with an honors BS in Business Administration and majors in Finance and Economics.

Ghansham Panjabi

Job Titles:
  • Senior Research Analyst
  • Baird 's Senior Research Analyst
Ghansham Panjabi is Baird's Senior Research Analyst covering Packaging & Coatings. Prior to joining Baird in 2009, he was a senior research analyst covering Containers & Packaging at Wachovia Securities and at Lehman Brothers Inc. Ghansham was ranked by TipRanks as No. 57 on the Top 100 Wall Street analysts of 2019 list. In 2016, he was ranked by Thomson Reuters Analyst Awards (StarMine) as the No. 1 stock picker in Containers & Packaging. Ghansham received an MS in Economics and a Ph.D. in Chemical Engineering from the University of California - Davis and a BS in Chemical Engineering from the University of Washington - Seattle.

Gordon Pan

Job Titles:
  • President - Baird Capital Managing Director

Jack Allen

Job Titles:
  • Senior Research Analyst
Jack Allen is a Baird Senior Research Analyst covering Biotechnology. Prior to joining Baird in 2018, he was a Senior Research Analyst at Informa, working on the Datamonitor Healthcare and Biomedtracker products. Jack received a BS in Chemistry and Economics from Bates College.

Jack Miller

Job Titles:
  • Baird 's Head of Global Execution Services
  • Head of Global Execution Services
Jack Miller is Baird's Head of Global Execution Services. He oversees the execution function within the trading business including cash, program, electronic, and related services, and is responsible for driving Baird's strategic investments in execution services and related technologies. Jack began his career at an Internet-based enterprise software company before joining Baird's research department in 2006 as an associate analyst covering the technology sector. He is a member of the Security Traders Association of Wisconsin and serves on the STA's Market Structure and Retail Advisory committees. He is also a member of the board of the Wisconsin Conservatory. Jack earned a BA in Computer Science from Harvard University and is a CFA charterholder.

James Herrick

Job Titles:
  • Head of Global Trading for Baird 's Institutional Equity Services
  • Head of Global Trading Managing Director
Jim Herrick is Head of Global Trading for Baird's Institutional Equity Services group. He oversees Baird's trading operations in Milwaukee, Chicago, Boston, San Francisco and Stamford and is focused on delivering value-added market color, research content and best execution to Baird's institutional clients. He also focuses on building trusted relationships with Baird's clients and actively covers accounts on the East Coast and in the Midwest. Jim joined Baird in 1986 and has held leadership positions on the sales desk for the past 15 years. He is also a member of Baird's Management Committee and is actively involved in all aspects of Baird's equity trading operations. Jim earned a BA from the University of Wisconsin - Madison.

James R. Allen

Job Titles:
  • Vice Chair

Jason De Sena

Job Titles:
  • Trennert Chairman & Chief Executive Officer

Jeffrey D. Johnson

Job Titles:
  • Senior Research Analyst
  • Baird 's Senior Research Analyst
Jeff Johnson is Baird's Senior Research Analyst covering Medical Technology. In recent years, Jeff has been recognized in the StarMine Analyst Awards by Refinitiv as the No. 2 stock picker in Health Care Equipment & Supplies (2020) and was ranked by TipRanks as the fourth best Wall Street analyst in 2018 and as a Top 100 Wall Street analyst in 2019. Jeff has also been named one of the Top 32 Most Influential People in Dentistry by Incisal Edge for three years running (from 2019-2021). Prior to joining Baird in 2003, Jeff was an optometrist and the associate director of Refractive Surgery Services at the Massachusetts Eye and Ear Infirmary and earlier in his career held positions as an instructor of ophthalmology at Harvard Medical School and an adjunct-assistant professor of optometry at the New England College of Optometry. He received his MBA from Northwestern University, graduated from the Illinois College of Optometry, and did his undergraduate work at the University of Illinois at Urbana-Champaign.

Jeffrey P. Meuler

Job Titles:
  • Senior Research Analyst
  • Baird 's Senior Research Analyst
Jeffrey Meuler is Baird's Senior Research Analyst covering Information & Education Solutions.Jeff previously served as the senior associate covering Human Capital Services. Prior to joining Baird in 2005, he worked at Guaranty Bank. In the 2019 StarMine Analyst Awards by Refinitiv, he was recognized as the No. 1 earnings estimator in Professional Services. In 2017, he was recognized by Thomson Reuters Analyst Awards (StarMine) as the No. 2 earnings estimator for Professional Services, and in 2016 was ranked as the No. 1 earnings estimator for Professional Services. In 2015, he was ranked by StarMine as the No. 3 earnings estimator for Diversified Consumer Services and in 2013 was ranked as the No. 2 earnings estimator. Jeffrey received a BBA in Accounting & Information Systems, Finance, Investment and Banking, and Risk Management and Insurance, from the University of Wisconsin.

Jennifer L Grayson - COO

Job Titles:
  • Chief Operating Officer
  • Head
  • Head of US Sales & Chief Operating Officer of Equities
Jennifer is Head of US Sales & Chief Operating Officer of Equities. She is focused on empowering the organization to even greater collaboration and innovation while fostering positive client partnerships and solutions. Jennifer also plays a prominent role in actively recruiting talent as well as leading associate development programs across the department. Jennifer serves on Baird's Women's Marketing Committee and leads the Equities Advisory & Implementation Council. She is currently on the board of Ronald McDonald House Charities of Eastern Wisconsin, also serving on their Strategic Planning and Development Committees. Prior to joining Baird in 2011, Jennifer spent 11 years in a variety of sales, client service and leadership roles across industries. Jennifer earned a BS in Public Administration as a Division I scholarship athlete at the University of Wisconsin-Green Bay and holds a Series 7 & 63 license.

Joe Vruwink

Job Titles:
  • Senior Research Analyst

Joel Beatty

Job Titles:
  • Senior Research Analyst
Joel Beatty is a Baird Senior Research Analyst covering Biotechnology. Before joining Baird in 2021, he spent eight years at Citigroup, most recently as a director in equity research. In 2017, he received the 2 nd-highest vote count in the Institutional Investor SMid Biotech Rising Star survey. Before equity research, he was a practicing physician and board certified in Preventive Medicine. Joel received MD, MPH and MBA degrees from the University at Buffalo.

John J. Sangervasi - Managing Director

Job Titles:
  • Managing Director

John Taft

Job Titles:
  • Vice Chair

Jon Langenfeld

Job Titles:
  • Head of Global Equities Managing Director
  • Head of Global Equities With Responsibilities for Equity Sales
Jon Langenfeld is Head of Global Equities with responsibilities for Equity Sales, Trading, Research, and Equity Origination. The Baird equity research platform includes Institutional Equities and Research (IER) and Strategas. IER's coverage universe includes stock equity research in industry verticals including Consumer, Financials, Healthcare, Industrial and Technology. Strategas offers thematic and macro-driven research in the areas of Investment Strategy, Economic, Fixed Income, Government Policy, Quantitative and Technical Analysis. Jon is a member of Baird's Executive Committee. He serves on the Baird Venture Partner Investment Committee. Jon is also a member of the firm's Human Capital Committee and Finance Committee. Jon serves in various capacities on non-profit boards focused on improving education. He is currently on the board of Cristo Rey Jesuit High School and Marquette University High School. Jon joined Baird in 2000, starting in Equity Research. Prior to joining Baird, Jon was a senior manager at PricewaterhouseCoopers, providing supply chain consulting services. Jon graduated with a BS in mechanical engineering and an MBA from the University of Notre Dame.

Jonathan R. Komp

Job Titles:
  • Senior Research Analyst
  • Baird 's Senior Research Analyst
Jonathan Komp is Baird's Senior Research Analyst covering Active Lifestyles: Apparel, Footwear, & Fitness. He previously served as part of the research team covering Restaurants at Baird seven years. In the 2019 StarMine Analyst Awards by Refinitiv, Jonathan was recognized as the No. 2 stock picker in Textiles Apparel & Luxury Goods. He received a BS in Business from the University of Minnesota and an MBA from the University of Chicago.

Justin E. Kleber

Job Titles:
  • Senior Research Analyst
  • Baird 's Senior Research Analyst
Justin Kleber is Baird's Senior Research Analyst covering Retail / Consumer Products & Services. Prior to joining Baird in 2009, he was an associate equity research analyst at Wachovia Capital Markets, LLC and at A.G. Edwards & Sons Inc. Justin received a BS in Business Economics & Finance from Southern Illinois University Edwardsville (SIUE).

Kim Fleming

Job Titles:
  • Vice Chair of Baird

Laura Thurow

Job Titles:
  • Executive Director of Wealth Solutions and Operations

Luke L. Junk

Job Titles:
  • Senior Research Analyst

Mark Altschwager

Job Titles:
  • Senior Research Analyst
  • Baird 's Senior Analyst
Mark Altschwager is Baird's senior analyst covering Fashion & Wellness. Mark previously served as the senior associate covering Consumer and Automotive Services. Prior to joining Baird in 2005, Mark worked at S.C. Johnson & Son and at the former Strong Financial Corporation. In 2015, he was ranked by StarMine as the No. 2 earnings estimator in Textiles Apparel & Luxury Goods. Mark received a BBA with a double major in Finance and Accounting from the University of Wisconsin and an MBA, with high honors, from the University of Chicago Booth School of Business with concentrations in finance, economics, and strategic management.

Mark S. Marcon

Job Titles:
  • Senior Research Analyst
  • Baird 's Senior Research Analyst
Mark Marcon is Baird's Senior Research Analyst covering Human Capital Technology & Solutions. Prior to joining Baird in 2005, Mark was at Wachovia Securities for seven years, where he was a senior business services analyst specializing in the human capital solutions sector. In 2014, Mark was ranked by StarMine as the No. 2 stock picker in Professional Services and was also named as a StarMine award winner for 2009. He was named as an Institutional Investor All-America Runner-Up in 2008 and 2009, and was also named as a Forbes Blue Chip Analyst for those same years. Before joining Wachovia, Mark covered the same sector for four years at Cleary Gull Reiland & McDevitt. He began his professional career at Leo Burnett Worldwide, where he spent five years specializing in business analysis and planning. Mark received a BA in Economics from the University of Virginia and an MBA from the University of Michigan

Mary Ellen Stanek

Job Titles:
  • Managing Director Co - Chief Investment Officer

Michael Halloran

Job Titles:
  • Baird 's Senior Research Analyst
  • Senior Research Analyst Associate Director of Research
Michael Halloran is Baird's senior research analyst covering Flow & Motion Solutions as well as an Associate Director of Research. Prior to joining Baird in 2004, Mike worked for the Public Service Commission of Wisconsin and the Frank J. Remington Center. In 2014, he was ranked by StarMine as the No. 1 earnings estimator in Electrical Equipment. In 2013, he was ranked by StarMine both as the No. 2 earnings estimator in Electrical Equipment and the No. 3 earnings estimator in Machinery. In 2012, he was ranked by StarMine as the No. 1 earnings estimator in Electrical Equipment. He received a BS in Political Science from the University of Wisconsin-Madison, an MBA in Finance from the University of Wisconsin-Milwaukee, and a JD from the University of Wisconsin Law School.

Michael J. Bellisario

Job Titles:
  • Senior Research Analyst
  • Baird 's Senior Research Analyst
Michael Bellisario is Baird's Senior Research Analyst covering Real Estate - Hotel REITs & Consumer/Retail - Global Hotel Brands. Prior to joining Baird in 2010, he was a research analyst at Crist / Kolder Associates, LLC and a trading assistant at SKTY Trading, LLC. In the 2019 StarMine Analyst Awards by Refinitiv, Michael was recognized as the No. 2 earnings estimator in Equity Real Estate Investment Trusts (REITs). He received a BS in Finance with Highest Honors from the University of Illinois at Urbana-Champaign and an MBA with concentrations in Finance and Managerial and Organizational Behavior from the University of Chicago.

Michael Schroeder

Job Titles:
  • Chairman of PWM

Mircea (Mig) Dobre

Job Titles:
  • Senior Research Analyst
  • Baird 's Senior Research Analyst
Mircea Dobre is Baird's Senior Research Analyst covering Machinery & Diversified Industrial, as well as an Associate Director of Research. Prior to joining Baird's equity research department in 2009, he was a senior investment consultant at Baird for seven years and was a consultant at Deloitte & Touche. He has been recognized by TipRanks as one of the Top 100 Wall Street Analysts of 2020. Mircea received a BS in Finance from Ferris State University and an MBA with concentrations in Finance and Accounting from the University of Chicago.

Nick Thillman

Job Titles:
  • Senior Research Analyst

Patrick S. Lawton

Job Titles:
  • Director of Fixed Income Capital Markets Managing Director

Patrick Spencer

Job Titles:
  • Vice Chairman of Equities Managing Director

Paul Schultz

Job Titles:
  • General Counsel, Secretary Managing Director

Peter J. Arment

Job Titles:
  • Senior Research Analyst

Peter S. Benedict

Job Titles:
  • Senior Research Analyst

Rob Oliver

Job Titles:
  • Senior Research Analyst

Robert P. Debastiani - Managing Director

Job Titles:
  • Managing Director
Bob joined Baird in 2000 and is Baird's institutional fixed income trading manager. Prior to joining Baird, he was a partner and institutional fixed income trading manager for J.C. Bradford & Co. from 1987 to 2000. Bob received his Bachelor of Science in Business Administration from Penn State University.

Robert W. Mason

Job Titles:
  • Senior Research Analyst

Rodney L. Jones-Tyson

Job Titles:
  • Global Chief Human Resources Officer Managing Director

Shrenik Kothari

Job Titles:
  • Senior Research Analyst

Stephanie L. Warren - COO, Managing Director

Job Titles:
  • Chief Operating Officer
  • Managing Director
  • Chief Operating Officer of Baird 's Fixed Income Capital Markets
Stephanie Warren is a Managing Director and the Chief Operating Officer of Baird's Fixed Income Capital Markets business. As one of 4 partners leading the business, she is responsible for financial oversight, strategic planning, recruiting, best practices and operational efficiencies. Stephanie is a member of Baird's Audit, Treasury, Financial Risk Management, Talent/HR, and Fixed Income Capital Markets committees. She joined the firm in 2003 and spent her first 8 years in the Corporate Finance department prior to joining Fixed Income Capital Markets. She is a member of several internal associate resource groups. Stephanie serves on the Board of Directors for Big Brothers Big Sisters of Metro Milwaukee, is a member of TEMPO Milwaukee, and serves on the Executive Board and Finance Committees of All Saints Catholic School. Stephanie attended the Chicago Booth Executive Leadership Development Program and received both a Master of Professional Accounting and Bachelor of Business Administration from the University of Wisconsin - Milwaukee.

Steve Booth - CEO, Chairman

Job Titles:
  • CEO
  • Chairman

Steve Holt

Job Titles:
  • Head of International Equity Sales

Terrance Maxwell - CFO, Managing Director

Job Titles:
  • Chief Financial Officer
  • Managing Director

Timothy Byrne - CIO, Managing Director

Job Titles:
  • Chief Information Officer
  • Managing Director

Timothy Wojs

Job Titles:
  • Senior Research Analyst

Tristan Gerra

Job Titles:
  • Senior Research Analyst

Vikram Kesavabhotla

Job Titles:
  • Senior Research Analyst

Wesley K. Golladay

Job Titles:
  • Senior Research Analyst

William V. Power

Job Titles:
  • Senior Research Analyst