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名稱 | 主旨 | 成立於 | 直至 |
---|---|---|---|
Gabe Diederich | - | 2022 | now |
自傳 | Gabe's responsibilities include helping to set and implement investment strategy with a major portion of his time allocated to municipal portfolio management and credit research. Gabe received his bachelor’s degree with distinction from the University of Wisconsin at Madison School of Business and his MBA from Marquette University magna cum laude. He earned the Chartered Financial Analyst (CFA) designation in 2012 and is active in the CFA Society of Milwaukee. Gabe is a member of the National Federation of Municipal Analysts (NFMA) and the Chicago Municipal Analysts Society. Prior to joining Baird Advisors, Gabe spent 17 years at Wells Fargo Asset Management (WFAM) and its predecessor firm, Strong Capital Management. At WFAM Gabe was a municipal portfolio manager working on over $40B in client municipal assets including mutual funds and institutional separate accounts. | ||
Lyle Fitterer | - | 2019 | now |
自傳 | Lyle has over 30 years of investment experience managing fixed income portfolios, with a primary focus on the municipal market. He plays a lead role in the formulation and implementation of investment strategy with a major portion of his time allocated to municipal portfolio management and credit research. Lyle received his undergraduate degree in accounting from the University of North Dakota. He was awarded the Chartered Financial Analyst designation in 1996. Lyle is currently a member of the CFA Institute and is a member of the CFA Society of Milwaukee. Prior to joining Baird Advisors, Lyle served as the co-head of Global Fixed Income and the head of the Municipal Fixed Income team at Wells Fargo Asset Management (WFAM). | ||
Erik Schleicher | - | 2015 | now |
自傳 | Erik's responsibilities include portfolio management, credit research and strategy development in the municipal sector. Erik obtained his undergraduate degree from the University of Wisconsin-Oshkosh and his MBA from the University of Wisconsin-Milwaukee. He earned the Chartered Financial Analyst designation in 2017 and is currently a member of the CFA Institute and the CFA Society of Milwaukee. Prior to joining Baird Advisors, Erik was a Portfolio Manager with BMO Global Asset Management where he was responsible for managing tax-free fixed income strategies and credit research. | ||
Joseph Czechowicz | - | 2015 | now |
自傳 | Joe's responsibilities include portfolio management, credit research and strategy development in the municipal sector. Joe obtained his undergraduate degree from the University of Wisconsin-Parkside and his MBA with a concentration in applied security analysis from the University of Wisconsin-Madison. He earned the Chartered Financial Analyst designation in 2017 and is currently a member of the CFA Institute and the CFA Society of Milwaukee. Prior to joining Baird Advisors, Joe was a Portfolio Manager with BMO Global Asset Management where he was responsible for managing tax-free fixed income strategies and credit research. | ||
Duane McAllister | - | 2015 | now |
自傳 | Duane has more than 30 years of investment experience managing fixed income portfolios, with a primary focus on the municipal market. He plays a lead role in the formulation and implementation of investment strategy with a major portion of his time allocated to municipal portfolio management and credit research. Duane obtained his undergraduate degree from Northern Illinois University and earned the Chartered Financial Analyst designation in 1991. He is currently a member of the CFA Institute and the CFA Society of Milwaukee. Prior to joining Baird Advisors, Duane was a Managing Director and Senior Portfolio Manager at BMO Global Asset Management where he was the lead portfolio manager for tax-free fixed income strategies. |
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