Alex Smith
Portfolio Manager-Equities at Robert W. Baird & Co., Inc. (Private Banking)
Profile
Mr. Alexander J.
Smith is a Managing Director at Robert W.
Baird & Co., Inc. He began his career at Baird in 1995 within the firm's research department, where he focused primarily on equity investment strategies.
In this role, he was a member of the firm's stock selection committee and developed several quantitative research products, including the Equity 20, the Baird Recommended List and the Private Client Idea List.
He joined Baird's Private Wealth Management Group in 2002 and focuses his efforts on Private Investment Management, where he develops and manages client portfolios on a discretionary basis.
Before joining the firm, he served several years in the U.S.
Navy as a flight engineer on a surveillance/reconnaissance aircraft and is a veteran of the Persian Gulf War.
Mr. Smith received his Bachelor's in Business Administration from Governors State University and his MBA in Finance and Financial Management Services from Marquette University.
He is also a Certified Private Wealth Advisor.
Alex Smith active positions
| Companies | Position | Start |
|---|---|---|
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. | Portfolio Manager-Equities | 1995-09-30 |
Training of Alex Smith
| Governors State University (Illinois) | Undergraduate Degree |
| Marquette University | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
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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