Greg Sommersberger
Portfolio Manager-Aktien bei Robert W. Baird & Co., Inc. (Private Banking)
Profil
Mr. Gregory T.
Sommersberger is Senior Investment Consultant & Managing Director at Robert W.
Baird & Co., Inc. He specializes in managing wealth for families, professionals, and business owners.
He provides comprehensive retirement planning, estate planning, and investment management by utilizing Baird’s unique consultative approach.
He partners with his clients to craft personally tailored solutions for their ever-changing goals and needs.
Mr. Sommersberger graduated Magna Cum Laude with a bachelor’s degree in finance with an emphasis on economics from Valparaiso University.
He earned Academic All-American Honors for his performance and achievements on and off the football field.
He also completed the Investment Consultant Program sponsored by Baird, a five day course of study, at the University of Chicago’s Graduate School of Business.
Aktive Positionen von Greg Sommersberger
| Unternehmen | Position | Beginn |
|---|---|---|
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-Aktien | 01.05.2003 |
Ausbildung von Greg Sommersberger
| Valparaiso University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
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 |
