Profil
Mr. Gregory T.
Sommersberger is Senior Investment Consultant & Managing Director at Robert W.
Baird & Co., Inc. He specializes in managing wealth for families, professionals, and business owners.
He provides comprehensive retirement planning, estate planning, and investment management by utilizing Baird’s unique consultative approach.
He partners with his clients to craft personally tailored solutions for their ever-changing goals and needs.
Mr. Sommersberger graduated Magna Cum Laude with a bachelor’s degree in finance with an emphasis on economics from Valparaiso University.
He earned Academic All-American Honors for his performance and achievements on and off the football field.
He also completed the Investment Consultant Program sponsored by Baird, a five day course of study, at the University of Chicago’s Graduate School of Business.
Postes actifs de Greg Sommersberger
| Sociétés | Poste | Début |
|---|---|---|
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. | Gestionnaire de Portefeuille-Actions | 01/05/2003 |
Formation de Greg Sommersberger
Expériences
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Sociétés cotées
Entreprise privées
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Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
Valparaiso University
Valparaiso University 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 |
















