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Greg Schott
Consultant / Advisor at Robert W. Baird & Co., Inc. (Private Banking)
Profile
Mr. Robert G.
Schott is a Senior Investment Consultant & Senior Vice President at Robert W.
Baird & Co., Inc. He has been working with individuals, not-for-profit institutions, religious and lay pensions, gift annuities, foundations and endowments since he joined the firm in 1997.
Mr. Schott earned his Bachelor of Science Degree in Finance from Xavier University in Cincinnati, Ohio.
He holds the Investment Management Consultants Association financial designations CIMA (Certified Investment Management Analyst) and CPWA (Certified Private Wealth Advisor).
Greg Schott active positions
Companies | Position | Start |
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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. | Consultant / Advisor | 1997-02-28 |
Training of Greg Schott
Xavier 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 |
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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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