Kathy Carey

Director of Research - Fxd Inc at

Robert W. Baird & Co., Inc. (Equity)

Finance

Consumer Services

Profile

Ms. Kathryn B. Carey, CFA MBA, is a Director of Research & Advanced Planning at Robert W.
Baird & Co., Inc. In this role, she oversees the Asset Manager Research, Equity, Value Equity and Fixed Income Research teams as well as the Financial & Estate Planning department.
She is a co-portfolio manager for the ALIGN Strategic portfolios where she is involved in the investment, asset allocation and rebalancing decisions as well as due diligence of the portfolios.
Additionally, she is a voting member of Baird’s Equity Recommended Portfolio and sits on the firm’s Investment Policy Committee.
Previously, Ms. Carey spent 9 years as an equity analyst and sector portfolio manager at Mason Street Advisors, the public investment subsidiary of Northwestern Mutual.
Before that she was a senior associate in Baird’s Equity Research Department covering Utilities and Financial Technology for 4 years.
She received a bachelor of arts degree from Yale University and a MBA from the University of Colorado-Colorado Springs.
She has earned the CFA® charter and is a member of the CFA® Society of Milwaukee.
She also holds Series 7, 66 and 24 licenses.

Kathy Carey active positions

Companies	Position	Start
Robert W. Baird & Co., Inc. (Equity) Robert W. Baird & Co., Inc. (Equity) Investment ManagersFinance Baird Equity Asset Management manages client portfolios with full investment discretion and tailors its advisory services to the individual needs of clients. The firm analyzes a client’s specific needs, investment time horizon, and risk tolerance to help the client develop investment objectives and guidelines for the client’s portfolio. They seek to add incremental value through more bottom-up yield curve positioning, sector allocation, security selection and competitive execution of trades.	Director of Research - Fxd Inc	2013-09-30

All active positions of Kathy Carey

Former positions of Kathy Carey

Companies	Position	End
Mason Street Advisors LLC Mason Street Advisors LLC Investment ManagersFinance MSA may use a variety of methods of analysis in formulating investment advice and managing assets for their clients, including fundamental, quantitative and cyclical analysis, as well as utilizing proprietary modeling tools along with advice or research provided to them. The firm may sell securities for a variety of reasons which include when the valuation targets are achieved; new information becomes available; better investment opportunities are identified; when clients add or reduce their assets under their management; there are changes in an underlying index.	Analyst-Equity	2012-12-30
Robert W. Baird & Co., Inc. (Broker) Robert W. Baird & Co., Inc. (Broker) Investment Banks/BrokersFinance Provides brokerage services	Corporate Officer/Principal	2003-03-31

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Linked companies

Private companies	5
Mason Street Advisors LLC Mason Street Advisors LLC Investment ManagersFinance MSA may use a variety of methods of analysis in formulating investment advice and managing assets for their clients, including fundamental, quantitative and cyclical analysis, as well as utilizing proprietary modeling tools along with advice or research provided to them. The firm may sell securities for a variety of reasons which include when the valuation targets are achieved; new information becomes available; better investment opportunities are identified; when clients add or reduce their assets under their management; there are changes in an underlying index.	Finance
Robert W. Baird & Co., Inc. (Equity) Robert W. Baird & Co., Inc. (Equity) Investment ManagersFinance Baird Equity Asset Management manages client portfolios with full investment discretion and tailors its advisory services to the individual needs of clients. The firm analyzes a client’s specific needs, investment time horizon, and risk tolerance to help the client develop investment objectives and guidelines for the client’s portfolio. They seek to add incremental value through more bottom-up yield curve positioning, sector allocation, security selection and competitive execution of trades.	Finance
Robert W. Baird & Co., Inc. (Broker) Robert W. Baird & Co., Inc. (Broker) Investment Banks/BrokersFinance Provides brokerage services	Finance
Yale University Yale University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
The University of Colorado The University of Colorado Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services