Profile
Previous to joining Baird, Mr. Holleman worked for IBM Corp for 6 years.
He became a Financial Advisor in 1995 and now specializes in managing equity and fixed income portfolios, developing retirement plans for individuals and businesses, and the handling of retirement account rollovers.
He also spends a great deal of time helping clients examine their full financial picture and mapping out a financial roadmap to prepare for it.
Mr. Holleman is a native Nashvillian and a graduate of Baylor University with Bachelor’s degrees in Finance and Marketing.
He recently served as President of the Kiwanis Club of Nashville, also serving on its Board of Directors and on the Board of the Minnie Pearl Cancer Foundation.
Former positions of Wallace Key Holleman
| Companies | Position | End |
|---|---|---|
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-Equities | 2010-02-28 |
| IBM | Corporate Officer/Principal | 1994-12-30 |
Training of Wallace Key Holleman
| Baylor University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| IBM | Technology Services |
| 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 |
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