Jay Dee Godfrey
Gestionnaire de Portefeuille-Actions chez Robert W. Baird & Co., Inc. (Private Banking)
Profil
Mr. Jay D.
Godfrey is a Managing Director & Branch Manager at Robert W.
Baird & Co., Inc. He specializes in investment management and asset allocation for individuals, families and institutions.
Prior to joining the firm in December 1998, he was employed as a Vice President of Investments by McDonald Investments, an Associate Vice President by Dean Witter Reynolds, and a Financial Advisor by Prudential-Bache Securities.
Mr. Godfrey received his undergraduate degree major in Mathematics from Lawrence Technological University.
He is an Accredited Asset Management Specialist and a Certified Retirement Counselor.
Postes actifs de Jay Dee Godfrey
| Sociétés | Poste | Début |
|---|---|---|
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 wealth management, 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 its 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. | Gestionnaire de Portefeuille-Actions | 01/12/1998 |
Formation de Jay Dee Godfrey
| Lawrence Technological University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 1 |
|---|---|
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 wealth management, 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 its 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 |
