James Michael Mertens
Profile
Mr. Mertens became a Financial Advisor in September, 2003, after five years in the financial services industry – including nearly three years with Baird’s Investment Consulting Services department.
His areas of expertise include investment consulting, managed money, asset allocation and portfolio analysis.
His investment philosophy involves working in partnership with his clients to establish a long-term, disciplined investment strategy that balances risk and return through a combination of growth and income investments.
Jim received his Bachelors of Business Administration from Notre Dame in 1998, with a concentration in finance, and is pursuing his MBA at the University of Chicago Graduate School of Business.
He is also a Level II candidate in the CFA program.
A Wauwatosa resident since 2001, he is a member of St. Jude’s Parish and of the Notre Dame Club of Milwaukee.
Former positions of James Michael Mertens
| Companies | Position | End |
|---|---|---|
Robert W. Baird & Co., Inc. (Equity)
 Robert W. Baird & Co., Inc. (Equity) Investment ManagersFinance Robert W. Baird & Co., Inc. (Equity) (Baird Equity Asset Management) is a SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded in 1971 and is a subsidiary of Baird Financial Corp., which is owned by Baird Financial Group, Inc. Baird Equity Asset Management is investment management department within Baird that provides investment management and other services to certain Baird Funds, which invests primarily in equity securities (Baird Equity Funds). The firm also serves as investment sub-adviser to a mutual fund series of the Principal Funds, Inc. | Analyst-Equity | 2006-04-30 |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 1 |
|---|---|
Robert W. Baird & Co., Inc. (Equity)
Robert W. Baird & Co., Inc. (Equity) Investment ManagersFinance Robert W. Baird & Co., Inc. (Equity) (Baird Equity Asset Management) is a SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded in 1971 and is a subsidiary of Baird Financial Corp., which is owned by Baird Financial Group, Inc. Baird Equity Asset Management is investment management department within Baird that provides investment management and other services to certain Baird Funds, which invests primarily in equity securities (Baird Equity Funds). The firm also serves as investment sub-adviser to a mutual fund series of the Principal Funds, Inc. | Finance |
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