Pete is a Managing Director and the Director of Baird’s Metro Milwaukee Market, where he oversees several branch locations, serving Branch Managers, Financial Advisors and their clients. Prior to his role as a Market Director, Pete was Director of PWM Research, Products, and Services, where he had product oversight responsibilities for PWM’s advisory platform, alternative investments, liquidity offerings, and desktop technology.
Background
Before joining Baird, Pete worked in strategic planning for Smith Barney in New York City. Previously, Pete worked in the capital markets division of E*Trade Financial and in the economic analysis division of ICF Consulting, both based in the Washington, DC area. At Baird, Pete has also been involved with PWM’s Best Practices group, and he leads the Product Strategy Committee.
Education/Licensing
Pete graduated from Colby College in Waterville, ME with a BA in Economics. He later received a MBA from Georgetown University. Pete holds the Series 7, 9, 10, 24, and 66 securities licenses.
Personal
Pete and his wife Christine have three daughters. Outside of work, Pete enjoys spending time with family, playing golf, and working in the yard.