Perfil
Mr. James L.
Lothary is First Vice President at Robert W.
Baird & Co., Inc. He is also a Portfolio Manager at Robert W.
Baird.
Prior to joining Robert W.
Baird in 1997, Mr. Lothary was employed at Keybank and Northwest Bank & Trust Co.
Mr. Lothary received his BBA in Business and Managerial Economics degree from the University of Wisconsin.
He is a Chartered Financial Analyst.
Antiguos cargos conocidos de James Leonard Lothary.
Empresas | Cargo | Fin |
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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. | Gestor de Cartera-Acciones | 01/04/2014 |
Formación de James Leonard Lothary.
University of Wisconsin | Undergraduate Degree |
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Relaciones de 1er grado
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Empresas privadas | 1 |
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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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