Mike Prioletti
Portfolio Manager-Equities chez Robert W. Baird & Co., Inc. (Private Banking)
Profil
Mr. Michael J.
Prioletti is a Senior Investment Consultant, Branch Manager & Senior Vice President at Robert W.
Baird & Co., Inc. As a Financial Advisor for over 25 years, he believes his strategic planning expertise is a benefit to his team's clients.
His areas of specialty include comprehensive investment planning, diversified and balanced portfolio development, estate planning services and careful selection/monitoring of managed investment alternatives.
He works closely with client families to help them identify their long term investment and wealth transfer goals and then develops careful investment plans to address those goals.
He often also calls upon the expertise of specialists, when necessary.
Prior to joining the firm in 1991, he spent over 11 years in strategic planning for major consumer products companies.
Mr. Prioletti received his Bachelor of Arts degree in Liberal Arts from Hobart and William Smith Colleges.
Postes actifs de Mike Prioletti
| 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. | Portfolio Manager-Equities | 01/07/1991 |
Formation de Mike Prioletti
| Hobart & William Smith Colleges | 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 |
