Kurt Allen Rivard
Corporate Officer/Principal at Robert W. Baird & Co., Inc. (Private Banking)
Profile
Mr. Kurt A.
Rivard, CFA, is a Managing Director & Senior Investment Consultant at Robert W.
Baird & Co., Inc. Mr. Rivard brings over 37 years of industry experience to Baird and is an investment specialist with a comprehensive background in asset allocation, portfolio management and the wealth management process.
He has been a Financial Advisor based out of Traverse City for the last 18 years serving high net worth clients across the country.
Prior to joining Baird’s Traverse City office in 2002, he served as a Managing Director and the Director of Research and Analytics for Baird in its corporate offices in Milwaukee, Wisconsin.
His responsibilities included developing the firm’s economic and market strategy, equity, fixed income and mutual fund research, as well as responsibility for separate account management research, financial and estate planning and private investment management.
He served as Chairman of the Investment Policy Committee and was a member of the Investment Advisory Oversight Committee and the Stock Selection Committee.
Mr. Rivard spent 17 years as a Research Equity Analyst and was recognized in the Reuters Survey in 1998 and 1999, and as a Wall Street Journal All-Star Analyst in 1999.
He received his undergraduate degree from Michigan State University.
He received his charter from the Institute of Chartered Financial Analyst in 1986.
Mr. Rivard is a member of the CFA Institute, and was a past officer and director of the Twin Cities Society of Security Analysts and Milwaukee Investment Analysts Society.
Kurt Allen Rivard active positions
Companies | Position | Start |
---|---|---|
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. | Corporate Officer/Principal | 1993-04-30 |
Training of Kurt Allen Rivard
Michigan State University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 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 |
- Stock Market
- Insiders
- Kurt Allen Rivard