Greg Sommersberger

Greg Sommersberger

Gestionnaire de Portefeuille-Actions chez
Robert W. Baird & Co., Inc. (Private Banking)
Consumer Services
Finance

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

SociétésPosteDébut
Gestionnaire de Portefeuille-Actions 01/05/2003

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