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Scott Michael Sullivan
Gestor de Cartera-Acciones en Robert W. Baird & Co., Inc. (Private Banking) .
Perfil
Mr. Scott M.
Sullivan is a Director at Robert W.
Baird & Co., Inc. He focuses on delivering comprehensive wealth management solutions for his clients since 1990.
Mr. Sullivan and his team specialize in working with high net worth individuals on comprehensive financial planning, portfolio management, retirement, estate planning and charitable giving.
Prior to entering the securities industry, he spent six years with the Eastman Kodak Company.
Mr. Sullivan received his Bachelor of Arts degree from Drake University.
Cargos activos de Scott Michael Sullivan
Empresas | Cargo | Inicio |
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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 | 01/02/1990 |
Formación de Scott Michael Sullivan.
Drake University | Undergraduate Degree |
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Relaciones de 1er grado
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Empresas relacionadas
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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