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Kurt Edwin Carlson
Portfolio Manager-Aktien bei Robert W. Baird & Co., Inc. (Equity)
Profil
Mr. Kurt E.
Carlson, CFA, is a Managing Director at Robert W.
Baird & Co., Inc.
He graduated from Grove City College (PA) with a Bachelor of Arts undergraduate degree in Financial Planning and currently am a CFP® practitioner and Chartered Financial Analyst charter holder
Aktive Positionen von Kurt Edwin Carlson
Unternehmen | Position | Beginn |
---|---|---|
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. | Portfolio Manager-Aktien | 01.10.2022 |
Ehemalige bekannte Positionen von Kurt Edwin Carlson
Unternehmen | Position | Ende |
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Hefren-Tillotson, Inc.
![]() Hefren-Tillotson, Inc. Investment ManagersFinance Hefren-Tillotson, Inc. (HT) is a registered investment advisor headquartered in Pittsburgh, Pennsylvania. The firm was founded by Willard J. “Bill” Tillotson in 1948. In 2022 they were acquired by Robert W. Baird & Co., Inc., which is ultimately held by Baird Financial Group, Inc. HT provides a full-range of investment management services for Pension Funds, Non-Profit Organizations, Endowments, Foundations and Individuals. | Portfolio Manager-Aktien | 01.10.2022 |
Ausbildung von Kurt Edwin Carlson
Grove City College | 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 | 2 |
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Hefren-Tillotson, Inc.
![]() Hefren-Tillotson, Inc. Investment ManagersFinance Hefren-Tillotson, Inc. (HT) is a registered investment advisor headquartered in Pittsburgh, Pennsylvania. The firm was founded by Willard J. “Bill” Tillotson in 1948. In 2022 they were acquired by Robert W. Baird & Co., Inc., which is ultimately held by Baird Financial Group, Inc. HT provides a full-range of investment management services for Pension Funds, Non-Profit Organizations, Endowments, Foundations and Individuals. | Finance |
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 |