Profiel
Mr. Jeremy R.
Baier, CFA MBA, is Partner & Senior Equity Analyst at Isthmus Partners LLC.
He is responsible for conducting equity research for the Large and Small Cap Core portfolios.
He began his investment industry career in 2005 as an analyst with HGMR Investment Management.
He is a graduate of the University of Wisconsin-Madison with a bachelor’s degree in Finance, Investment and Banking and received his master’s degree in business administration through the Applied Securities Analysis Program at the University of Wisconsin-Madison School of Business.
He has earned the right to use the Chartered Financial Analyst designation and is a member of the CFA Institute and the CFA Society Madison.
Actieve functies van Jeremy Ryan Baier
| Bedrijven | Functie | Begin |
|---|---|---|
Isthmus Partners LLC
 Isthmus Partners LLC Investment ManagersFinance Founded in 2014, Isthmus Partners LLC is a wealth management firm and registered investment advisor located in Madison, Wisconsin. | Analyst-Equity | 01-06-2014 |
Eerdere bekende functies van Jeremy Ryan Baier
| Bedrijven | Functie | Einde |
|---|---|---|
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 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 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. | Analyst-Equity | 01-06-2014 |
Opleiding van Jeremy Ryan Baier
| University of Wisconsin | Masters Business Admin |
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| Bedrijven in privébezit | 2 |
|---|---|
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 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 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 |
Isthmus Partners LLC
Isthmus Partners LLC Investment ManagersFinance Founded in 2014, Isthmus Partners LLC is a wealth management firm and registered investment advisor located in Madison, Wisconsin. | Finance |
