Profile
Mr. Brian J.
Donnelly is a Director & Branch Manager at Robert W.
Baird & Co., Inc. He has over 25 years of experience with Baird.
His areas of expertise include retirement income planning, estate planning, divorce financial planning, and building tax efficient investment portfolios.
He received his undergraduate degree from the University of Wisconsin-Platteville.
Brian Donnelly active positions
| Companies | Position | Start |
|---|---|---|
Robert W. Baird & Co., Inc. (Private Banking)
Robert W. Baird & Co., Inc. (Private Banking) Investment ManagersFinance Baird WPM offers various investment strategies, which includes Equity, Fixed Income or Bond, Balanced, Value, Growth, Income, Economic Industry or Sector Focused, International, Global, Geographic Region or Country Focused, Tactical and Rotation, and Alternative Strategies and Complex Strategies. | Corporate Officer/Principal | 1996-11-30 |
Training of Brian Donnelly
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Robert W. Baird & Co., Inc. (Private Banking)
Robert W. Baird & Co., Inc. (Private Banking) Investment ManagersFinance Baird WPM offers various investment strategies, which includes Equity, Fixed Income or Bond, Balanced, Value, Growth, Income, Economic Industry or Sector Focused, International, Global, Geographic Region or Country Focused, Tactical and Rotation, and Alternative Strategies and Complex Strategies. | Finance |
University of Wisconsin-Platteville
University of Wisconsin-Platteville Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
- Stock Market
- Insiders
- Brian Donnelly
















