Brian Whitford Kurtz
Portfolio Manager-Equities at Robert W. Baird & Co., Inc. (Private Banking)
Profile
Mr. Brian W.
Kurtz is a Managing Director at Robert W.
Baird & Co., Inc. He joined the firm in 2001 as Branch Manager of the Cleveland office.
He specializes in retirement planning and professional money management and has more than two decades of experience in research and brokerage positions with national financial services companies.
Prior to joining Robert W.
Baird in July 2001, he was employed by McDonald Investments, Inc. and Dean Writter Reynolds, Inc.
He earned a bachelor’s degree in finance from John Carroll University.
Brian Whitford Kurtz 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 | 2001-06-30 |
Training of Brian Whitford Kurtz
| John Carroll University | Undergraduate Degree |
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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