Adam Kapusta, CFA®
Managing Director
Adam is the senior investment strategist for the team, specializing in economic, market and asset class research, product development, and asset/liability modeling techniques. Adam has over 20 years experience working in investment...
Bart Hummer, CIMA®
Vice President
Bart is a senior research analyst, having joined the Private Asset Management team in 2017. His work is primarily focused in the areas of asset allocation, portfolio construction, and manager due diligence. Previously, he spent 6 years...
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Bob Filetti, CIMA®
Director
Bob brings over 25 years of industry expertise, 12 of which are with our Private Asset Management team. He specializes in fixed income capital markets, providing clients with tailored investment strategies and trading insights. Before...
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Brett Selke, CFA®
Assistant Vice President
Brett has over 5 years of financial market experience and first joined the Private Asset Management Team in May of 2021 as an intern within the Research Team. Upon graduation, he transitioned to an analyst role on the Fixed Income Team...
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Charlie Hoover, CPWA®
Director
Charlie provides investment management solutions for high-net-worth families. Charlie joined Baird Private Asset Management after ten years at Citi Private Bank servicing ultra-wealthy families in Chicago. He earned his Bachelor’s...
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Chris Williams
Assistant Vice President
Christopher has over 15 years of financial experience. He joined Baird and the Private Asset Management team in 2019. Chris is responsible for delivering excellent service to his clients. Christopher holds a BS in History from...
Chris Merker, CFA®, PhD
Director
Chris structures and manages investment portfolios for institutions and wealthy families. In addition to his role at Baird, he serves as Executive-in-Residence at the S-Lab in the Department of Finance at Marquette University. Chris is...
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Dan Mueller
Assistant Vice President
Dan’s current role on the team includes creating reports and maintaining the related data. His previous experience with our operations team brings the client perspective to the vast data landscape. Prior to that, he worked in Baird’s...
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Derek Polczynski
Operations Specialist
Derek started with Private Asset Management in spring of 2022 shortly after graduating with a BA in Finance from Milwaukee School of Engineering. He works with the operations team focusing on operational execution and efficiency for...
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Don Conrad
Director
Don joined the Private Asset Management Team in May of 2023 as an investment strategist focused on quantitative asset allocation, artificial intelligence, and data-driven market research methods. He also manages the team’s research...
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Doug Stencel, JD, CPA/PFS®
Director
Doug’s 33 years in the financial industry includes 15 years of tax and accounting experience as a partner at Arthur Andersen and PWC. Doug works closely with client accounting, tax and legal/estate planning professionals in...
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Erin Stanek, CPA®
Director
Erin is an institutional client relationship manager for the Private Asset Management team. She led the Research function for 10 years and continues to oversee private investments, including private real estate and global private...
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Katie Gumina
Client Service Specialist
Katie has provided service and support to clients of Baird’s Private Asset Management since March of 2022. Katie grew up local to the Milwaukee area and attended Marquette University where she earned a Bachelor of Science degree in...
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Kevin Duffey, CIMA®
Director
Kevin structures and manages portfolios for institutions and high-net-worth families. Kevin joined Baird Private Asset Management as a research analyst in 2008 after earning his Bachelor’s degree from Marquette University. Kevin earned...
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Kristin Lindblom, CFA®
Managing Director
Kristin oversees all areas of investment service for Private Asset Management, encompassing investment research, reporting, product management, and portfolio administration. Prior to joining Baird, she oversaw manager research at...
Laura Gough, CFA®
Managing Director
Laura has been providing investment advice for institutions, executives, and business owners for over 35 years. She is a CFA charterholder and earned a B.S. in Economics from Virginia Commonwealth University. Laura serves on the boards...
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Lisa Duerr
Vice President
Lisa has over 23 years of financial investment services experience. She joined Baird and the Private Asset Management team in 2005 and has been managing the Private Asset Management Operations team for the past 13 years. Lisa holds a...
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Lori Eckhardt
Vice President
Lori joined the Private Asset Management team in September 2018 with more than 15 years of financial industry experience, primarily focused on Commercial Operations and Sales. Lori spent 8 years specializing in Hospital and Health...
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McKenna Sheehan
Client Service Specialist
McKenna joined Private Asset Management in May of 2024 and is passionate about providing exceptional support to our clients. She received her bachelor’s degree in business administration from the University of Wisconsin‐Madison School...
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Mike Klein
Managing Director
Mike oversees the Baird Private Asset Management team. He has been advising institutions and high-net-worth individuals for more than 25 years. Mike holds a B.S. in electrical engineering from the University of Michigan and earned an...
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Nathan Radke
Investment Analyst
Nathan started with the Private Asset Management team in August 2021. He spent three years servicing clients with a focus on operational efficiency prior to his current role as a research investment analyst. Nathan received his...
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Nils Arneson
Investment Analyst
Nils is a PAM Investment Analyst and is responsible for researching and constructing client portfolios. Nils joined Private Asset Management in 2021 and was a member of the Client Service team for 3 years before joining the Research...
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Nona Hocking
Assistant Vice President
Nona joined the Private Asset Management team in February 2011 as the administrative supervisor. Prior to joining the PAM team, she had more than 25 years of financial industry experience working with Norwest and Wells Fargo. At the...
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Phil Dallman
Managing Director
A long time Baird veteran with more than 35 years in the investment profession, Phil has extensive experience in consulting high‐net‐worth individuals and institutions. A graduate of the University of Wisconsin – Milwaukee school of...
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Scott Van Klompenburg, JD
Director
Scott brings over 10 years of legal, relationship management, and financial services experience to Baird. His experience includes trust administration and managing multiple generations of family wealth and assets. He earned his B.A....
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Zack Richardson
Vice President
Zack is a Data & Analytics Engineer that enhances team performance and efficiency by implementing decision-useful dashboards and custom reporting. Zachary joined the team in 2021 after working in Kohl's Enterprise Analytics department...
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