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Baird Wealth Strategies is a program that offers live education and insights on timely wealth management topics.
Please see the below list of upcoming and past topics and feel free to register for the most recent topic as it interests or provides value to you.
Please note dates, times and topics are subject to change.
Wednesday, June 15, 2022 Noon – 1 p.m. (CT)
Investment Strategy Analyst, Ross Mayfield, will give a market update focused on the Federal Reserve’s interest rate policy and inflation. He will touch on a near-term outlook for both before handing off to Nic Reisenbichler, Manager of Investment Products, to discuss the ramifications for portfolios and some potential asset classes for this new environment. Then, Chris Dolan, Financial Planner, will join the call to discuss planning strategies in a rising interest rate and high inflation environment.
While financial goals are generally similar regardless of gender, we know that women often face unique challenges that make retirement planning different.
Ross Mayfield is an Investment Strategy Analyst on Baird’s PWM Equity and Fixed Income Research team. He is a CFA® professional who works closely with financial advisors to educate clients about the economy and markets. In addition, he creates investment strategy content aimed at helping clients achieve their long-term financial goals.
A Louisville native, Ross serves as Secretary on the board of the CFA Society Louisville
Nic Reisenbichler is the manager of Investment Products on the PWM Investment Solutions team. He works with different areas of the firm to provide education on Mutual Funds, ETFs, Alternative Investments and Structured Products. In addition, his area is in charge of overseeing what investment products are made available to Baird Clients.
Prior to joining Baird, Nic worked at Hilliard Lyons for over 10 years with the last 5 years serving as manger of the Investment Product Team and also being a member of the Investment Strategy Committee.
Chris Dolan is a Senior Financial Planner at Baird, working out of the Seattle, Washington office. His areas of expertise include financial planning, retirement income plans, Medicare and Social Security.
Prior to joining Baird, Chris spent a decade as a Financial Planning Consultant at Fidelity Investments and Charles Schwab Co. focusing on investment and financial planning for high net worth individuals and families. Previously, he became licensed in the insurance industry and worked for Washington Mutual.
Heather Osborn manages the Financial Planning team at Baird. She is a CFP® professional who works as an extended member of your Financial Advisor’s team, providing expertise on challenges affecting high-net worth clients.
Amanda Ignasiak partners with advisors to create strategic marketing and communication plans that help them tell their unique story and build, brand and market their business. She is passionate about educating and advocating for women. She has been instrumental in crafting the strategy of several of Baird’s women’s initiatives that aim to create awareness of the impact women have on financial decisions.