Dan Morrisey
Corporate Officer/Principal chez Robert W. Baird & Co., Inc. (Private Banking)
Profil
Mr. Daniel J.
Morrisey is a Senior Vice President at Robert W.
Baird & Co., Inc. He has more than 24 years of experience helping individuals, families, business owners, foundations, and non-profits with asset allocation and long-term planning and analysis.
He focuses on sound investment advice based on understanding and trust.
Mr. Morrisey earned Bachelor’s degree in Business Administration with an emphasis in Finance from the University Wisconsin-Milwaukee.
He is also a Certified Financial Planner.
He has served on several nonprofit boards of directors, advised foundations and is active in the community.
He is past president of Racine Rotary, been involved in Big Brother Big Sisters and was named 2000 – 2001 Distinguished Participant of Junior Achievement.
He earned the 1998 Robert W.
Baird Client Service All Star award, and was honored to be named the Robert W.
Baird Rookie of the Year.
Postes actifs de Dan Morrisey
| 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. | Corporate Officer/Principal | 01/02/1997 |
Formation de Dan Morrisey
| University of Wisconsin | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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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 |