Lisa Ann Keverian-Press
Gestionnaire de Portefeuille-Actions chez Robert W. Baird & Co., Inc. (Private Banking)
Profil
Ms. Lisa A.
Keverian-Press is a Managing Director at Robert W.
Baird & Co., Inc. She began her financial services career in 1981.
As a partner/owner of an independent financial planning firm, she provided comprehensive wealth management advice to high net worth clients.
She joined Baird in 1999 as a Senior Vice President.
In 2001, she was selected to firm's prestigious Chairman’s Club, the firm’s highest recognition for Financial Advisors.
She was again honored in 2004 with a promotion to Managing Director.
Ms. Keverian-Press graduated with a degree in Economics from the University of Michigan in 1981.
She also holds the Certified Financial Planner™ certification.
She has received national recognition and has been named one of Barron’s Top 100 Women Financial Advisors three years in a row.
In 2017, she was chosen as one of FORBES Top Women Financial Advisors and recognized by FORBES as a Best In State Wealth Advisor in 2018.
Postes actifs de Lisa Ann Keverian-Press
| 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 | 01/10/1999 |
Formation de Lisa Ann Keverian-Press
| University of Michigan | Undergraduate Degree |
Expériences
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Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
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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 |
