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Profil
Mr. Jeremy R.
Baier, CFA MBA, is a Senior Equity Analyst & Portfolio Manager at Isthmus Partners LLC.
He is responsible for conducting equity research for the Large and Small Cap Core portfolios.
Mr. Baier 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 (ASAP) 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.
Postes actifs de Jeremy Ryan Baier
| Sociétés | Poste | Début |
|---|---|---|
Isthmus Partners LLC
 Isthmus Partners LLC Investment ManagersFinance Isthmus Partners is an active manager and is responsible for security selection and diversification of all assets. The firm offers three domestic equity stock strategies: Large-Cap Core Equity, Small/Mid-Cap Core Equity and Small-Cap Core Equity. They also manage fixed income (bonds) and an international stock strategy that utilizes mutual funds and ETFs. Isthmus Partners will sell when a stock meets their target price or when their investment thesis changes. | Analyst-Equity | 01/06/2014 |
Anciens postes connus de Jeremy Ryan Baier
| Sociétés | Poste | Fin |
|---|---|---|
Robert W. Baird & Co., Inc. (Private Banking)
 Robert W. Baird & Co., Inc. (Private Banking) Investment ManagersFinance Baird WPM offers various investment strategies, which includes Equity, Fixed Income or Bond, Balanced, Value, Growth, Income, Economic Industry or Sector Focused, International, Global, Geographic Region or Country Focused, Tactical and Rotation, and Alternative Strategies and Complex Strategies. | Analyst-Equity | 01/06/2014 |
Formation de Jeremy Ryan Baier
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
7
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
University of Wisconsin
 University of Wisconsin Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Robert W. Baird & Co., Inc. (Private Banking)
Robert W. Baird & Co., Inc. (Private Banking) Investment ManagersFinance Baird WPM offers various investment strategies, which includes Equity, Fixed Income or Bond, Balanced, Value, Growth, Income, Economic Industry or Sector Focused, International, Global, Geographic Region or Country Focused, Tactical and Rotation, and Alternative Strategies and Complex Strategies. | Finance |
Isthmus Partners LLC
Isthmus Partners LLC Investment ManagersFinance Isthmus Partners is an active manager and is responsible for security selection and diversification of all assets. The firm offers three domestic equity stock strategies: Large-Cap Core Equity, Small/Mid-Cap Core Equity and Small-Cap Core Equity. They also manage fixed income (bonds) and an international stock strategy that utilizes mutual funds and ETFs. Isthmus Partners will sell when a stock meets their target price or when their investment thesis changes. | Finance |
