Gary Lee Werkman
Portfolio Manager-Equities at Robert W. Baird & Co., Inc. (Private Banking)
Profile
Dr. Gary L.
Werkman is a Managing Director at Robert W.
Baird & Co., Inc. and a Treasurer & Director at Pine Rest Christian Mental Health Services.
He is on the Board of Directors at Pine Rest Christian Mental Health Services.
He has over 30 years of financial planning experience.
He received his BA degree from Trinity Christian College and his JD from DePaul University College of Law.
He is also a Certified Financial Planner practitioner.
Gary Lee Werkman 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 | 2006-05-31 |
Former positions of Gary Lee Werkman
| Companies | Position | End |
|---|---|---|
Pine Rest Christian Mental Health Services
 Pine Rest Christian Mental Health Services Hospital/Nursing ManagementHealth Services Pine Rest Christian Mental Health Services provides health care services. It offers behavioral and mental health services for all ages in Michigan and Iowa. The company was founded in 1910 and is headquartered in Grand Rapid, Michigan. | Director/Board Member | - |
Training of Gary Lee Werkman
| Trinity Christian College | Undergraduate Degree |
| DePaul University | Graduate Degree |
Experiences
Positions held
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 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 |
Pine Rest Christian Mental Health Services
Pine Rest Christian Mental Health Services Hospital/Nursing ManagementHealth Services Pine Rest Christian Mental Health Services provides health care services. It offers behavioral and mental health services for all ages in Michigan and Iowa. The company was founded in 1910 and is headquartered in Grand Rapid, Michigan. | Health Services |
- Stock Market
- Insiders
- Gary Lee Werkman
