Jim Ritter
Gestionnaire de Portefeuille-Actions chez Robert W. Baird & Co., Inc. (Private Banking)
Profil
Mr. James A.
Ritter is a Senior Vice President at Robert W.
Baird & Co., Inc. He has been with Baird since 2000 and in the financial services industry for over 29 years.
Prior to joining Baird, Mr. Ritter was with Smith Barney as a Vice President since 1994.
He began his career in 1987 at Piper Jaffray.
His areas of expertise include comprehensive financial planning to ensure clients meet their financial goals.
He obtained his Bachelor’s degree from University of Nebraska at Omaha in 1983 and earned his Certified Private Wealth Advisor® designation, which is administered by the Investment Management Consultants Association (IMCA) to wealth managers and advisors who complete the experience, education, examination and ethics requirements.
Postes actifs de Jim Ritter
| 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 | 01/10/2000 |
Formation de Jim Ritter
| University of Nebraska | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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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 |