ROBERT W - Key Persons
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.
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.
Job Titles:
- Co - Head of Baird Global Investment Bank
- Managing Director Co - Head of Global Investment Banking
Brian Doyal is Co-Head of Baird Global Investment Banking and a member of Baird's Executive Committee. In his role, Brian jointly oversees the firm's global M&A and corporate finance activities in addition to serving as a senior M&A advisor on select transactions. View our recent transactions.
Job Titles:
- Co - Head of Baird Global Investment Bank
- Managing Director Co - Head of Global Investment Banking
Brian McDonagh is Co-Head of Baird Global Investment Banking, Co-Head of Baird's Global M&A effort and a member of Baird's Executive Committee.
In his M&A role, Brian works across all of Baird's industry groups to provide expert senior tactical and process strategy advice on the firm's most important advisory transactions. Additionally, Brian plays a senior banker role with many of Baird Global Investment Banking's key consumer and industrial clients. View our recent transactions.
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.
Job Titles:
- Vice Chairman
- Vice Chairman of Baird
Role at Baird
Randolph Lyon is Vice Chairman of Baird Global Investment Banking. View our recent transactions.
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.
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 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. In 2023, Colleen was named a "Rising Star of Equity Research" by Business Insider. Colleen received a BBA in Finance and a BA in French and Francophone Studies from Villanova University.
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.
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).
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.
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.
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.
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.
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.
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.
Job Titles:
- Chief Marketing & Communications Officer
- Managing Director
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.
Job Titles:
- President - Baird Capital Managing Director
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.
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.
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.
Job Titles:
- Trennert Chairman & Chief Executive Officer
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.
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.
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.
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.
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.
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.
Job Titles:
- Executive Director of Wealth Solutions and Operations
Job Titles:
- Managing Director Co - Chief Investment Officer
Job Titles:
- Senior Research Analyst Associate Director of Research
Job Titles:
- Associate Director of Research Senior Research Analyst
Job Titles:
- Managing Director Director of Fixed Income Capital Markets
Job Titles:
- Vice Chairman of Equities Managing Director
Job Titles:
- General Counsel, Secretary 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.
Job Titles:
- Global Chief Human Resources Officer Managing Director
Ross Cohn - Managing Director
Job Titles:
- Managing Director
- Managing Director and Institutional Fixed Income Sales Manager for Baird 's Fixed Income Capital Markets
Ross is a Managing Director and Institutional Fixed Income Sales Manager for Baird's Fixed Income Capital Markets business. Ross joined Baird in 2016 with our Securitized Products Sales group and was named the Co-Head of Securitized Products Sales in 2020. Prior to joining Baird, he held positions at Royal Bank of Canada and Bank of America Merrill Lynch as a senior sales specialist in Securitized and Structured Products. Ross received his Bachelor of Business Administration in Finance from The George Washington University.
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.
Job Titles:
- Head of International Equity Sales
Job Titles:
- Chief Financial Officer
- Managing Director
Job Titles:
- Chief Information Officer
- Managing Director