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Joe Czechowicz
Portfolio Manager-Fixed Income chez
Robert W. Baird & Co., Inc. (Fixed Income)
Profil
Mr. Joseph J.
Czechowicz, CFA MBA, is a Senior Vice President & Portfolio Manager at Robert W.
Baird & Co., Inc. He has over 15 years of investment experience.
His responsibilities include portfolio management, credit research and strategy development in the municipal sector.
Prior to joining Baird Advisors, Mr. Czechowicz was a portfolio manager with BMO Global Asset Management, where he was responsible for managing tax-free fixed income strategies and credit research.
He received his undergraduate degree from the University of Wisconsin-Parkside and his MBA with a concentration in applied security analysis from the University of Wisconsin-Madison.
He received the Chartered Financial Analyst designation in 2017 and is currently a member of the CFA Institute and is a member of the CFA Society of Milwaukee.
Postes actifs de Joe Czechowicz
| Sociétés | Poste | Début |
|---|---|---|
Robert W. Baird & Co., Inc. (Fixed Income)
 Robert W. Baird & Co., Inc. (Fixed Income) Investment ManagersFinance Baird Advisors consistently follows a time-tested approach – through strong and challenging markets – designed to control risk while adding incremental value through yield-curve positioning, sector allocation, security selection and competitive execution. Portfolios are built to manage risk and provide consistent, incremental returns relative to industry benchmarks across complete market cycles. The firm’s funds are available at competitively low fees. | Portfolio Manager-Fixed Income | 01/05/2015 |
Anciens postes connus de Joe Czechowicz
| Sociétés | Poste | Fin |
|---|---|---|
BMO Asset Management Corp.
 BMO Asset Management Corp. Investment ManagersFinance BMO AM actively manages equity, fixed-income, short duration/cash and asset allocation strategies for their clients. The firm employs a variety of security analysis methods in managing client accounts, including fundamental and quantitative (technical) analysis. They provide advice regarding the following types of securities as part of its principal investment strategies: equity securities, debt securities, commercial paper, municipal securities, government securities, mutual funds, ETFs, futures and options contracts, collateralized loans and private placements. | Corporate Officer/Principal | 30/04/2015 |
M&I Investment Management Corp.
 M&I Investment Management Corp. Investment ManagersFinance M&I Investment Management Corp. offers a variety stock, bond and money market fund options. They invest across the risk/reward spectrum and use a variety of asset allocation strategies. M&I manages risk by avoiding concentrations in a single stock or sector and emphasizes long-term results across all market cycles. In general, M&I tends to invest in the stocks of US companies in the electronic technology, finance, energy minerals, technology services and producer manufacturing sectors. The firm invests across all market-caps with emphasis on the stocks of large-cap companies. M&I maintains a low turnover rate. M&I uses a disciplined fixed-income investment approach that seeks to capture excess returns. The firm evaluates the risk-return characteristics of individual securities in a wide range of sectors and manages risk through diversification and ongoing credit analysis. Their investment process involves the evaluation of sectors offering the greatest opportunity given the economic climate and the selection of securities based on current and historical spread relationships. Duration is managed relative to market benchmarks and trends in interest rates. They seek to identify the optimal positioning along the yield curve and to manage portfolios based on their assessment of current and anticipated changes in interest rates. | Analyst-Equity | 19/08/2011 |
M&I Investment Management Corp.
M&I Investment Management Corp. Investment ManagersFinance M&I Investment Management Corp. offers a variety stock, bond and money market fund options. They invest across the risk/reward spectrum and use a variety of asset allocation strategies. M&I manages risk by avoiding concentrations in a single stock or sector and emphasizes long-term results across all market cycles. In general, M&I tends to invest in the stocks of US companies in the electronic technology, finance, energy minerals, technology services and producer manufacturing sectors. The firm invests across all market-caps with emphasis on the stocks of large-cap companies. M&I maintains a low turnover rate. M&I uses a disciplined fixed-income investment approach that seeks to capture excess returns. The firm evaluates the risk-return characteristics of individual securities in a wide range of sectors and manages risk through diversification and ongoing credit analysis. Their investment process involves the evaluation of sectors offering the greatest opportunity given the economic climate and the selection of securities based on current and historical spread relationships. Duration is managed relative to market benchmarks and trends in interest rates. They seek to identify the optimal positioning along the yield curve and to manage portfolios based on their assessment of current and anticipated changes in interest rates. | Corporate Officer/Principal | 31/07/2009 |
Harris Investment Management, Inc.
 Harris Investment Management, Inc. Investment ManagersFinance Provides investment advice | Portfolio Manager-Fixed Income | - |
Formation de Joe Czechowicz
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
87
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
M&I Investment Management Corp.
M&I Investment Management Corp. Investment ManagersFinance M&I Investment Management Corp. offers a variety stock, bond and money market fund options. They invest across the risk/reward spectrum and use a variety of asset allocation strategies. M&I manages risk by avoiding concentrations in a single stock or sector and emphasizes long-term results across all market cycles. In general, M&I tends to invest in the stocks of US companies in the electronic technology, finance, energy minerals, technology services and producer manufacturing sectors. The firm invests across all market-caps with emphasis on the stocks of large-cap companies. M&I maintains a low turnover rate. M&I uses a disciplined fixed-income investment approach that seeks to capture excess returns. The firm evaluates the risk-return characteristics of individual securities in a wide range of sectors and manages risk through diversification and ongoing credit analysis. Their investment process involves the evaluation of sectors offering the greatest opportunity given the economic climate and the selection of securities based on current and historical spread relationships. Duration is managed relative to market benchmarks and trends in interest rates. They seek to identify the optimal positioning along the yield curve and to manage portfolios based on their assessment of current and anticipated changes in interest rates. | Finance |
Harris Investment Management, Inc.
Harris Investment Management, Inc. Investment ManagersFinance Provides investment advice | Finance |
University of Wisconsin
 University of Wisconsin Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Robert W. Baird & Co., Inc. (Fixed Income)
Robert W. Baird & Co., Inc. (Fixed Income) Investment ManagersFinance Baird Advisors consistently follows a time-tested approach – through strong and challenging markets – designed to control risk while adding incremental value through yield-curve positioning, sector allocation, security selection and competitive execution. Portfolios are built to manage risk and provide consistent, incremental returns relative to industry benchmarks across complete market cycles. The firm’s funds are available at competitively low fees. | Finance |
BMO Asset Management Corp.
BMO Asset Management Corp. Investment ManagersFinance BMO AM actively manages equity, fixed-income, short duration/cash and asset allocation strategies for their clients. The firm employs a variety of security analysis methods in managing client accounts, including fundamental and quantitative (technical) analysis. They provide advice regarding the following types of securities as part of its principal investment strategies: equity securities, debt securities, commercial paper, municipal securities, government securities, mutual funds, ETFs, futures and options contracts, collateralized loans and private placements. | Finance |
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