Perfil
Mr. Michael J.
Petros is a Director of Private Wealth Management at Robert W.
Baird & Co., Inc. He joined Baird’s Atlanta North Point office in 2001, where he serves as a Financial Advisor and Associate Branch Manager.
With over 30 years of experience in the investment business, he specializes in developing and implementing financial plans for his clients.
These tailored plans include retirement and estate planning, insurance reviews as well as investment solutions.
His investment philosophy is to formulate a long-term investment plan reflecting his client’s financial goals as well as risk tolerance.
Then he recommends a portfolio designed to meet each client’s unique needs.
He received his undergraduate degree from the University of Florida in 1986.
He continued his education and obtained his Certified Financial Planner certification.
Cargos activos de Michael John Petros
| Empresas | Cargo | Inicio |
|---|---|---|
Robert W. Baird & Co., Inc. (Private Banking)
Robert W. Baird & Co., Inc. (Private Banking) Investment ManagersFinance Baird WPM offers various investment strategies, which includes Equity, Fixed Income or Bond, Balanced, Value, Growth, Income, Economic Industry or Sector Focused, International, Global, Geographic Region or Country Focused, Tactical and Rotation, and Alternative Strategies and Complex Strategies. | Corporate Officer/Principal | 01/04/2001 |
Formación de Michael John Petros.
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Empresas relacionadas
| Empresas privadas | 2 |
|---|---|
University of Florida
University of Florida Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Robert W. Baird & Co., Inc. (Private Banking)
Robert W. Baird & Co., Inc. (Private Banking) Investment ManagersFinance Baird WPM offers various investment strategies, which includes Equity, Fixed Income or Bond, Balanced, Value, Growth, Income, Economic Industry or Sector Focused, International, Global, Geographic Region or Country Focused, Tactical and Rotation, and Alternative Strategies and Complex Strategies. | Finance |
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