Profiel
Mr. J.
R.
McLaughlin, CFA, is a Managing Director & Portfolio Manager at Robert W.
Baird & Co., Inc. He has over 34 years of investment experience and has been with Baird’s Asset Management Group since 1996.
He manages portfolios for institutional and high-net-worth clients.
He is a Portfolio Manager on the Specialized Asset Management team where he manages portfolios for institutional and high-net-worth clients and guides the team’s investment philosophy and portfolio strategy.
Mr. McLaughlin received a BA in economics from the University of Colorado Boulder and earned the Chartered Financial Analyst (CFA) designation in 1999.
Actieve functies van Randy McLaughlin
| Bedrijven | Functie | Begin |
|---|---|---|
Robert W. Baird & Co., Inc. (Equity)
Robert W. Baird & Co., Inc. (Equity) Investment ManagersFinance Baird Equity Asset Management manages client portfolios with full investment discretion and tailors its advisory services to the individual needs of clients. The firm analyzes a client’s specific needs, investment time horizon, and risk tolerance to help the client develop investment objectives and guidelines for the client’s portfolio. They seek to add incremental value through more bottom-up yield curve positioning, sector allocation, security selection and competitive execution of trades. | Portefeuillebeheerder-Aandelen | 01-01-1996 |
Eerdere bekende functies van Randy McLaughlin
| Bedrijven | Functie | Einde |
|---|---|---|
Robert W. Baird & Co., Inc. (Broker)
Robert W. Baird & Co., Inc. (Broker) Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
Opleiding van Randy McLaughlin
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
Robert W. Baird & Co., Inc. (Equity)
Robert W. Baird & Co., Inc. (Equity) Investment ManagersFinance Baird Equity Asset Management manages client portfolios with full investment discretion and tailors its advisory services to the individual needs of clients. The firm analyzes a client’s specific needs, investment time horizon, and risk tolerance to help the client develop investment objectives and guidelines for the client’s portfolio. They seek to add incremental value through more bottom-up yield curve positioning, sector allocation, security selection and competitive execution of trades. | Finance |
Robert W. Baird & Co., Inc. (Broker)
Robert W. Baird & Co., Inc. (Broker) Investment Banks/BrokersFinance Provides brokerage services | Finance |
The University of Colorado
The University of Colorado Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















